New England Research & Management, Inc. XYL — Xylem Inc

Ownership history in New England Research & Management, Inc.  ·  29 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported Xylem Inc (XYL) in 29 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.19% in 2025 Q3. The latest visible filing shows XYL at 0.13% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XYL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New England Research & Management, Inc.'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
2026 Q2

XYL was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% 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
2024 Q1 to 2026 Q2

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.

XYL stock page New England Research & Management, Inc. fund profile New England Research & Management, Inc. full holdings
How New England Research & Management, Inc. held XYL — position size vs. price
% of Fund (quarterly)    XYL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,744 — 0% 0.13% $324K 2026-07-09 $118.89
2026 Q1 UNCHANGED — — — 2,744 — 0% 0.14% $328K 2026-05-07 $115.19
2025 Q4 UNCHANGED — — — 2,744 — 0% 0.16% $374K 2026-01-07 $138.42
2025 Q3 UNCHANGED — — — 2,744 — 0% 0.19% $405K 2025-10-06 $148.39
2025 Q2 UNCHANGED — — — 2,744 — 0% 0.17% $355K 2025-07-09 $129.86
2025 Q1 UNCHANGED — — — 2,744 — 0% 0.17% $328K 2025-04-16 $107.45
2024 Q4 UNCHANGED — — — 2,744 — 0% 0.16% $318K 2025-01-23 $119.27
2024 Q3 UNCHANGED — — — 2,744 — 0% 0.17% $371K 2024-10-07 $131.12
2024 Q2 UNCHANGED — — — 2,744 — 0% 0.18% $372K 2024-07-09 $130.34
2024 Q1 UNCHANGED — — — 2,744 — 0% 0.17% $355K 2024-04-16 $124.56
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XYL

As of 2026 Q2 — sorted by position size

Foresight Group Ltd Liability Partnership 4.29% DUDLEY & SHANLEY, INC. 3Y 7Y 3.23% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 2.5% TSP Capital Management Group, LLC 3Y 7Y 2.49% PRENTISS SMITH & CO INC 3Y 7Y 2.4% Jefferson Bridge Capital, LLC 2.25% NORTHSTAR ASSET MANAGEMENT INC 3Y 2.06% Renaissance Investment Group LLC 3Y 7Y 1.94% Baker Chad R 3Y 7Y 1.91% Triodos Investment Management BV 3Y 7Y 1.7%

FAQ About New England Research & Management, Inc. and XYL

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

How long has New England Research & Management, Inc. reported owning XYL?

New England Research & Management, Inc. reported XYL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XYL position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for XYL was 0.19% in 2025 Q3.

What is the latest reported XYL position on this page?

The most recent filing on this page is 2026 Q2, when New England Research & Management, Inc. reported 2,744 shares, equal to 0.13% of portfolio, with an estimated market value of $324K.

What does the chart on this XYL ownership page compare?

The chart compares New England Research & Management, Inc.'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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