AG
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AmeriFlex Group’s A.O. Smith AOS Stock Holding History

AmeriFlex Group’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.8K Sell
726
-94
-11% -$6.78K 0.02% 428
2025
Q4 		$54.9K Sell
820
-813
-50% -$54.9K 0.03% 400
2025
Q3 		$120K Buy
1,633
+921
+129% +$65.7K 0.04% 293
2025
Q2 		$46.1K Buy
712
+580
+439% +$37.9K 0.02% 394
2025
Q1 		$8.61K Buy
132
+1
+0.8% +$68 ﹤0.01% 890
2024
Q4 		$8.82K Buy
+131
New +$9.92K ﹤0.01% 805

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AmeriFlex Group's AOS Position: Q1 2026 in Review

AmeriFlex Group reduced its A.O. Smith (AOS) stake by 11% in Q1 2026, selling an estimated $6.78K and leaving 726 shares worth $47.8K. The position accounts for 0.02% of the portfolio, ranked #428.

AmeriFlex Group first reported a position in AOS in Q4 2024 and has held it in 6 quarters since. The position peaked at $120K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • AmeriFlex Group held 726 shares of A.O. Smith worth $47.8K as of Q1 2026.
  • AmeriFlex Group sold 94 A.O. Smith shares in Q1 2026, an estimated $6.78K.
  • A.O. Smith made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #428 holding.
  • AmeriFlex Group first reported a position in A.O. Smith in Q4 2024 and has held it in 6 quarters since.
  • AmeriFlex Group's A.O. Smith position peaked at $120K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.