Berkshire Asset Management’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
Q2
$25.7M Buy
409,811
+12,379
+3% +$750K 1.01% 38
2026
Q1
$26.2M Buy
397,432
+8,402
+2% +$606K 1.12% 38
2025
Q4
$26M Buy
389,030
+176
+0% +$11.9K 1.14% 36
2025
Q3
$28.5M Buy
388,854
+15,060
+4% +$1.07M 1.21% 33
2025
Q2
$24.5M Sell
373,794
-11,785
-3% -$771K 1.11% 34
2025
Q1
$26.2M Buy
+385,579
New +$26.1M 1.26% 34

Other funds holding AOS

Berkshire Asset Management's AOS Position: Q2 2026 in Review

Berkshire Asset Management increased its A.O. Smith (AOS) stake by 3.1% in Q2 2026, buying an estimated $750K and bringing the position to 409,811 shares worth $25.7M. The position accounts for 1.01% of the portfolio, ranked #38.

Berkshire Asset Management first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.5M in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Berkshire Asset Management held 409,811 shares of A.O. Smith worth $25.7M as of Q2 2026.
  • Berkshire Asset Management bought 12,379 A.O. Smith shares in Q2 2026, an estimated $750K.
  • A.O. Smith made up 1.01% of Berkshire Asset Management's portfolio in Q2 2026, its #38 holding.
  • Berkshire Asset Management first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
  • Berkshire Asset Management's A.O. Smith position peaked at $28.5M in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Berkshire Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.