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Xylem shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Xylem (XYL) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Xylem

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All positions including Xylem held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xylem by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.8k 118.21

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Sp Telco (XTL)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Sp Biot (XBI)
UnitedHealth (UNH)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Larry Mathis Financial Planning

Top funds holding Xylem

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Geode Capital Management
Swedbank AB
Amundi
Royal Bank of Canada
Impax Asset Management Group
Morgan Stanley
Pictet Asset Management Holding SA
Ubs Global Asset Management Americas
Invesco
Northern Trust
Victory Capital Management

View all funds holding Xylem