XYL β€” XYLEM INC

Ownership history in MOODY LYNN LIEBERSON & WALKER, LLC  Β·  4 quarters on record

AI Ownership Summary

MOODY LYNN LIEBERSON & WALKER, LLC reported XYLEM INC (XYL) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows XYL at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY LYNN LIEBERSON & WALKER, LLC's position in XYLEM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XYL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MOODY LYNN LIEBERSON & WALKER, LLC held XYL β€” position size vs. price
% of Fund (quarterly)    XYL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 1,732 β€” 0% 0.01% $236K 2026-01-15 $144.32
2025 Q3 UNCHANGED 1,732 β€” 0% 0.01% $255K 2025-10-20 $145.85
2025 Q2 REDUCED 1,732 -33 -1.9% 0.01% $224K 2025-07-17 $131.28
2025 Q1 INITIATED 1,765 β€” β€” 0.01% $211K 2025-04-28 $114.52

FAQ About MOODY LYNN LIEBERSON & WALKER, LLC and XYL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY LYNN LIEBERSON & WALKER, LLC reported owning XYL?

MOODY LYNN LIEBERSON & WALKER, LLC reported XYL across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported XYL position in MOODY LYNN LIEBERSON & WALKER, LLC's portfolio?

The largest reported portfolio weight for XYL was 0.01% in 2025 Q3.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2025 Q4, when MOODY LYNN LIEBERSON & WALKER, LLC reported 1,732 shares, equal to 0.01% of portfolio, with an estimated market value of $236K.

What does the chart on this XYL ownership page compare?

The chart compares MOODY LYNN LIEBERSON & WALKER, LLC's quarterly XYL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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