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Apollon Wealth Management’s A.O. Smith AOS Stock Holding History

Apollon Wealth 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 		$285K Buy
+4,542
New +$275K ﹤0.01% 1305
2020
Q3 		– Sell
-68
Closed -$3K – 188
2020
Q2 		$3K Buy
+68
New +$2.97K ﹤0.01% 593

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

Apollon Wealth Management's AOS Position: Q2 2026 in Review

Apollon Wealth Management opened a new position in A.O. Smith (AOS) in Q2 2026: 4,542 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1305 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in AOS as recently as Q2 2020.

Apollon Wealth Management first reported a position in AOS in Q2 2020 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Apollon Wealth Management held 4,542 shares of A.O. Smith worth $285K as of Q2 2026.
  • A.O. Smith was a new Apollon Wealth Management position in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1305 holding.
  • Apollon Wealth Management first reported a position in A.O. Smith in Q2 2020 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.