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Atwater Malick’s A.O. Smith AOS Stock Holding History

Atwater Malick’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 		$2.88M Sell
45,845
-3,410
-7% -$207K 0.63% 30
2026
Q1 		$3.25M Sell
49,255
-10,814
-18% -$779K 0.88% 24
2025
Q4 		$4.02M Sell
60,069
-23,633
-28% -$1.6M 1.11% 22
2025
Q3 		$6.14M Sell
83,702
-32,551
-28% -$2.32M 1.78% 20
2025
Q2 		$7.62M Buy
116,253
+530
+0.5% +$34.7K 2.41% 17
2025
Q1 		$7.56M Buy
115,723
+4,129
+4% +$279K 2.56% 16
2024
Q4 		$7.61M Sell
111,594
-400
-0.4% -$30.3K 2.55% 16
2024
Q3 		$10.1M Buy
111,994
+1,212
+1% +$100K 3.24% 13
2024
Q2 		$9.06M Buy
110,782
+1,174
+1% +$99.4K 3.12% 13
2024
Q1 		$9.81M Buy
109,608
+1,767
+2% +$146K 3.46% 11
2023
Q4 		$8.89M Buy
107,841
+1,642
+2% +$121K 3.48% 10
2023
Q3 		$7.02M Buy
106,199
+1,140
+1% +$80.9K 3.09% 15
2023
Q2 		$7.65M Buy
105,059
+3,003
+3% +$206K 3.27% 15
2023
Q1 		$7.06M Buy
102,056
+1,423
+1% +$92.5K 3.31% 17
2022
Q4 		$5.76M Buy
100,633
+3,101
+3% +$173K 2.84% 19
2022
Q3 		$4.74M Buy
97,532
+4,140
+4% +$238K 2.65% 20
2022
Q2 		$5.11M Buy
93,392
+3,978
+4% +$239K 2.69% 20
2022
Q1 		$5.71M Buy
89,414
+3,889
+5% +$283K 2.76% 21
2021
Q4 		$7.34M Buy
85,525
+1,243
+1% +$94.8K 3.41% 14
2021
Q3 		$5.15M Buy
84,282
+2,563
+3% +$179K 2.72% 21
2021
Q2 		$5.89M Buy
81,719
+5,392
+7% +$372K 3.26% 16
2021
Q1 		$5.16M Sell
76,327
-3,125
-4% -$190K 3.17% 18
2020
Q4 		$4.36M Buy
79,452
+1,055
+1% +$58.2K 2.74% 20
2020
Q3 		$4.14M Buy
78,397
+2,756
+4% +$138K 2.9% 21
2020
Q2 		$3.56M Buy
75,641
+4,747
+7% +$207K 2.81% 22
2020
Q1 		$2.68M Buy
70,894
+1,703
+2% +$72.6K 2.57% 23
2019
Q4 		$3.3M Buy
69,191
+6,039
+10% +$293K 2.62% 24
2019
Q3 		$3.01M Buy
+63,152
New +$2.92M 2.53% 24

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

Atwater Malick's AOS Position: Q2 2026 in Review

Atwater Malick reduced its A.O. Smith (AOS) stake by 6.9% in Q2 2026, selling an estimated $207K and leaving 45,845 shares worth $2.88M. The position accounts for 0.63% of the portfolio, ranked #30.

Atwater Malick first reported a position in AOS in Q3 2019 and has held it in 28 quarters since. The position peaked at $10.1M in Q3 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Atwater Malick held 45,845 shares of A.O. Smith worth $2.88M as of Q2 2026.
  • Atwater Malick sold 3,410 A.O. Smith shares in Q2 2026, an estimated $207K.
  • A.O. Smith made up 0.63% of Atwater Malick's portfolio in Q2 2026, its #30 holding.
  • Atwater Malick first reported a position in A.O. Smith in Q3 2019 and has held it in 28 quarters since.
  • Atwater Malick's A.O. Smith position peaked at $10.1M in Q3 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.