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Bayforest Capital’s A.O. Smith AOS Stock Holding History

Bayforest Capital’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 		$29.6K Sell
449
-204
-31% -$14.7K 0.03% 672
2025
Q4 		$43.7K Sell
653
-9,558
-94% -$646K 0.03% 610
2025
Q3 		$750K Buy
+10,211
New +$729K 0.36% 48
2025
Q2 		– Sell
-1,928
Closed -$126K – 728
2025
Q1 		$126K Buy
+1,928
New +$130K 0.05% 457

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

Bayforest Capital's AOS Position: Q1 2026 in Review

Bayforest Capital reduced its A.O. Smith (AOS) stake by 31% in Q1 2026, selling an estimated $14.7K and leaving 449 shares worth $29.6K. The position accounts for 0.03% of the portfolio, ranked #672.

Bayforest Capital first reported a position in AOS in Q1 2025 and has held it in 4 quarters since. The position peaked at $750K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Bayforest Capital held 449 shares of A.O. Smith worth $29.6K as of Q1 2026.
  • Bayforest Capital sold 204 A.O. Smith shares in Q1 2026, an estimated $14.7K.
  • A.O. Smith made up 0.03% of Bayforest Capital's portfolio in Q1 2026, its #672 holding.
  • Bayforest Capital first reported a position in A.O. Smith in Q1 2025 and has held it in 4 quarters since.
  • Bayforest Capital's A.O. Smith position peaked at $750K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.