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Anchor Investment Management’s A.O. Smith AOS Stock Holding History

Anchor Investment Management’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
Q2 		$10K Hold
160
– – ﹤0.01% 880
2026
Q1 		$10.6K Hold
160
– – ﹤0.01% 817
2025
Q4 		$10.7K Hold
160
– – ﹤0.01% 802
2025
Q3 		$11.7K Buy
160
+150
+1,500% +$10.7K ﹤0.01% 792
2025
Q2 		$656 Hold
10
– – ﹤0.01% 1003
2025
Q1 		$654 Hold
10
– – ﹤0.01% 1001
2024
Q4 		$682 Hold
10
– – ﹤0.01% 988
2024
Q3 		$898 Hold
10
– – ﹤0.01% 1004
2024
Q2 		$818 Hold
10
– – ﹤0.01% 960
2024
Q1 		$895 Buy
+10
New +$825 ﹤0.01% 992

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's AOS Position: Q2 2026 in Review

Anchor Investment Management held its A.O. Smith (AOS) position steady in Q2 2026 at 160 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Anchor Investment Management first reported a position in AOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7K in Q3 2025. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Anchor Investment Management held 160 shares of A.O. Smith worth $10K as of Q2 2026.
  • Anchor Investment Management left its A.O. Smith share count unchanged in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #880 holding.
  • Anchor Investment Management first reported a position in A.O. Smith in Q1 2024 and has held it in 10 quarters since.
  • Anchor Investment Management's A.O. Smith position peaked at $11.7K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.