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Berkshire Asset Management’s A.O. Smith AOS Stock Holding History

Berkshire Asset Management’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 		$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

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

Berkshire Asset Management's AOS Position: Q1 2026 in Review

Berkshire Asset Management increased its A.O. Smith (AOS) stake by 2.2% in Q1 2026, buying an estimated $606K and bringing the position to 397,432 shares worth $26.2M. The position accounts for 1.12% of the portfolio, ranked #38.

Berkshire Asset Management first reported a position in AOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $28.5M in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Berkshire Asset Management held 397,432 shares of A.O. Smith worth $26.2M as of Q1 2026.
  • Berkshire Asset Management bought 8,402 A.O. Smith shares in Q1 2026, an estimated $606K.
  • A.O. Smith made up 1.12% of Berkshire Asset Management's portfolio in Q1 2026, its #38 holding.
  • Berkshire Asset Management first reported a position in A.O. Smith in Q1 2025 and has held it in 5 quarters since.
  • Berkshire Asset Management's A.O. Smith position peaked at $28.5M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.