Baird Financial Group’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
158,965
+5,264
| +3% | +$379K | 0.02% | 548 |
|
|
2025
Q4 | $10.3M | Sell |
153,701
-18,261
| -11% | -$1.23M | 0.02% | 536 |
|
|
2025
Q3 | $12.6M | Sell |
171,962
-1,508
| -0.9% | -$108K | 0.02% | 484 |
|
|
2025
Q2 | $11.4M | Buy |
173,470
+2,315
| +1% | +$151K | 0.02% | 496 |
|
|
2025
Q1 | $11.2M | Buy |
171,155
+12,828
| +8% | +$867K | 0.02% | 491 |
|
|
2024
Q4 | $10.8M | Sell |
158,327
-3,505
| -2% | -$265K | 0.02% | 495 |
|
|
2024
Q3 | $14.5M | Sell |
161,832
-51,133
| -24% | -$4.23M | 0.03% | 413 |
|
|
2024
Q2 | $17.4M | Sell |
212,965
-7,894
| -4% | -$668K | 0.04% | 354 |
|
|
2024
Q1 | $19.8M | Sell |
220,859
-84,725
| -28% | -$6.99M | 0.04% | 329 |
|
|
2023
Q4 | $25.2M | Sell |
305,584
-33,582
| -10% | -$2.48M | 0.06% | 277 |
|
|
2023
Q3 | $22.4M | Sell |
339,166
-5,335
| -2% | -$379K | 0.06% | 267 |
|
|
2023
Q2 | $25.1M | Buy |
344,501
+5,919
| +2% | +$405K | 0.07% | 257 |
|
|
2023
Q1 | $23.4M | Sell |
338,582
-208,679
| -38% | -$13.6M | 0.06% | 278 |
|
|
2022
Q4 | $31.3M | Sell |
547,261
-37,630
| -6% | -$2.1M | 0.08% | 236 |
|
|
2022
Q3 | $28.4M | Buy |
584,891
+20,578
| +4% | +$1.18M | 0.08% | 232 |
|
|
2022
Q2 | $30.9M | Sell |
564,313
-189,061
| -25% | -$11.3M | 0.09% | 235 |
|
|
2022
Q1 | $48.1M | Buy |
753,374
+1,592
| +0.2% | +$116K | 0.12% | 193 |
|
|
2021
Q4 | $64.5M | Buy |
751,782
+53,977
| +8% | +$4.11M | 0.15% | 162 |
|
|
2021
Q3 | $42.6M | Buy |
697,805
+9,488
| +1% | +$663K | 0.11% | 202 |
|
|
2021
Q2 | $49.6M | Sell |
688,317
-11,586
| -2% | -$799K | 0.13% | 187 |
|
|
2021
Q1 | $47.3M | Buy |
699,903
+1,102
| +0.2% | +$67K | 0.13% | 185 |
|
|
2020
Q4 | $38.3M | Sell |
698,801
-19,532
| -3% | -$1.08M | 0.11% | 208 |
|
|
2020
Q3 | $37.9M | Sell |
718,333
-3,710
| -0.5% | -$185K | 0.13% | 186 |
|
|
2020
Q2 | $34M | Sell |
722,043
-921,229
| -56% | -$40.2M | 0.13% | 186 |
|
|
2020
Q1 | $62.1M | Buy |
1,643,272
+14,927
| +0.9% | +$636K | 0.28% | 81 |
|
|
2019
Q4 | $77.6M | Buy |
1,628,345
+49,183
| +3% | +$2.38M | 0.28% | 86 |
|
|
2019
Q3 | $75.3M | Buy |
1,579,162
+112,358
| +8% | +$5.19M | 0.3% | 81 |
|
|
2019
Q2 | $69.2M | Buy |
1,466,804
+60,543
| +4% | +$2.97M | 0.27% | 85 |
|
|
2019
Q1 | $75M | Buy |
1,406,261
+192,448
| +16% | +$9.57M | 0.44% | 51 |
|
|
2018
Q4 | $51.8M | Buy |
1,213,813
+29,359
| +2% | +$1.35M | 0.35% | 69 |
|
|
2018
Q3 | $63.8M | Sell |
1,184,454
-22,841
| -2% | -$1.34M | 0.4% | 54 |
|
|
2018
Q2 | $71.4M | Sell |
1,207,295
-9,740
| -0.8% | -$614K | 0.48% | 41 |
|
|
2018
Q1 | $77.4M | Sell |
1,217,035
-38,735
| -3% | -$2.5M | 0.54% | 30 |
|
|
2017
Q4 | $77M | Sell |
1,255,770
-11,841
| -0.9% | -$719K | 0.55% | 30 |
|
|
2017
Q3 | $75.3M | Sell |
1,267,611
-88,857
| -7% | -$4.98M | 0.57% | 28 |
|
|
2017
Q2 | $76.4M | Sell |
1,356,468
-27,643
| -2% | -$1.49M | 0.6% | 25 |
|
|
2017
Q1 | $70.8M | Sell |
1,384,111
-62,245
| -4% | -$3.09M | 0.57% | 27 |
|
|
2016
Q4 | $68.5M | Buy |
1,446,356
+222,102
| +18% | +$10.7M | 0.59% | 27 |
|
|
2016
Q3 | $60.5M | Sell |
1,224,254
-419,576
| -26% | -$19.6M | 0.54% | 33 |
|
|
2016
Q2 | $72.4M | Buy |
1,643,830
+63,536
| +4% | +$2.56M | 0.66% | 22 |
|
|
2016
Q1 | $60.3M | Buy |
1,580,294
+198,786
| +14% | +$6.95M | 0.58% | 27 |
|
|
2015
Q4 | $52.9M | Buy |
1,381,508
+176,286
| +15% | +$6.65M | 0.53% | 39 |
|
|
2015
Q3 | $39.3M | Sell |
1,205,222
-307,012
| -20% | -$10.5M | 0.42% | 66 |
|
|
2015
Q2 | $54.4M | Buy |
+1,512,234
| New | +$52.1M | 0.54% | 35 |
|
Other funds holding AOS
VCM
VPM
Baird Financial Group's AOS Position: Q1 2026 in Review
Baird Financial Group increased its A.O. Smith (AOS) stake by 3.4% in Q1 2026, buying an estimated $379K and bringing the position to 158,965 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #548.
Baird Financial Group first reported a position in AOS in Q2 2015 and has held it in 44 quarters since. The position peaked at $77.6M in Q4 2019. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Baird Financial Group held 158,965 shares of A.O. Smith worth $10.5M as of Q1 2026.
- Baird Financial Group bought 5,264 A.O. Smith shares in Q1 2026, an estimated $379K.
- A.O. Smith made up 0.02% of Baird Financial Group's portfolio in Q1 2026, its #548 holding.
- Baird Financial Group first reported a position in A.O. Smith in Q2 2015 and has held it in 44 quarters since.
- Baird Financial Group's A.O. Smith position peaked at $77.6M in Q4 2019.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.