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Benjamin Edwards Inc’s A.O. Smith AOS Stock Holding History

Benjamin Edwards Inc’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 		$5.45M Sell
86,901
-694
-0.8% -$42.1K 0.05% 332
2026
Q1 		$5.78M Sell
87,595
-253
-0.3% -$18.2K 0.06% 301
2025
Q4 		$5.88M Sell
87,848
-13,239
-13% -$895K 0.07% 279
2025
Q3 		$7.42M Buy
101,087
+22,019
+28% +$1.57M 0.08% 230
2025
Q2 		$5.18M Sell
79,068
-3,092
-4% -$202K 0.07% 272
2025
Q1 		$5.37M Buy
82,160
+9,371
+13% +$633K 0.08% 246
2024
Q4 		$4.96M Sell
72,789
-4,598
-6% -$348K 0.07% 263
2024
Q3 		$6.95M Buy
77,387
+76,246
+6,682% +$6.31M 0.1% 215
2024
Q2 		$93K Buy
+1,141
New +$96.6K 0.02% 428

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

Benjamin Edwards Inc's AOS Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its A.O. Smith (AOS) stake by 0.79% in Q2 2026, selling an estimated $42.1K and leaving 86,901 shares worth $5.45M. The position accounts for 0.05% of the portfolio, ranked #332.

Benjamin Edwards Inc first reported a position in AOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.42M in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Benjamin Edwards Inc held 86,901 shares of A.O. Smith worth $5.45M as of Q2 2026.
  • Benjamin Edwards Inc sold 694 A.O. Smith shares in Q2 2026, an estimated $42.1K.
  • A.O. Smith made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #332 holding.
  • Benjamin Edwards Inc first reported a position in A.O. Smith in Q2 2024 and has held it in 9 quarters since.
  • Benjamin Edwards Inc's A.O. Smith position peaked at $7.42M in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.