Brown Advisory’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 | – | Sell |
-4,641
| Closed | -$310K | – | 1396 |
|
|
2025
Q4 | $310K | Buy |
+4,641
| New | +$314K | ﹤0.01% | 1208 |
|
|
2025
Q3 | – | Sell |
-3,176
| Closed | -$208K | – | 1381 |
|
|
2025
Q2 | $208K | Sell |
3,176
-695
| -18% | -$45.5K | ﹤0.01% | 1285 |
|
|
2025
Q1 | $253K | Buy |
+3,871
| New | +$262K | ﹤0.01% | 1187 |
|
|
2020
Q2 | – | Sell |
-6,997
| Closed | -$265K | – | 955 |
|
|
2020
Q1 | $265K | Sell |
6,997
-1,738
| -20% | -$74.1K | ﹤0.01% | 800 |
|
|
2019
Q4 | $416K | Sell |
8,735
-1,322
| -13% | -$64.1K | ﹤0.01% | 810 |
|
|
2019
Q3 | $480K | Sell |
10,057
-4,397
| -30% | -$203K | ﹤0.01% | 761 |
|
|
2019
Q2 | $682K | Sell |
14,454
-983,805
| -99% | -$48.2M | ﹤0.01% | 701 |
|
|
2019
Q1 | $53.2M | Buy |
998,259
+130,743
| +15% | +$6.5M | 0.15% | 132 |
|
|
2018
Q4 | $37M | Sell |
867,516
-4,302,665
| -83% | -$198M | 0.12% | 158 |
|
|
2018
Q3 | $276M | Buy |
5,170,181
+537,803
| +12% | +$31.6M | 0.79% | 35 |
|
|
2018
Q2 | $274M | Sell |
4,632,378
-200,758
| -4% | -$12.7M | 0.84% | 34 |
|
|
2018
Q1 | $308M | Sell |
4,833,136
-134,024
| -3% | -$8.65M | 0.99% | 30 |
|
|
2017
Q4 | $304M | Sell |
4,967,160
-191,921
| -4% | -$11.6M | 0.96% | 31 |
|
|
2017
Q3 | $307M | Sell |
5,159,081
-257,549
| -5% | -$14.4M | 1.02% | 29 |
|
|
2017
Q2 | $305M | Buy |
5,416,630
+133,799
| +3% | +$7.22M | 0.93% | 34 |
|
|
2017
Q1 | $270M | Buy |
5,282,831
+1,629,238
| +45% | +$80.8M | 0.92% | 36 |
|
|
2016
Q4 | $173M | Buy |
3,653,593
+3,185,825
| +681% | +$154M | 0.62% | 44 |
|
|
2016
Q3 | $23.1M | Buy |
467,768
+11,866
| +3% | +$554K | 0.08% | 184 |
|
|
2016
Q2 | $20.1M | Buy |
455,902
+32,804
| +8% | +$1.32M | 0.07% | 195 |
|
|
2016
Q1 | $16.1M | Buy |
423,098
+76,270
| +22% | +$2.67M | 0.06% | 208 |
|
|
2015
Q4 | $13.3M | Buy |
346,828
+14,492
| +4% | +$547K | 0.05% | 230 |
|
|
2015
Q3 | $10.8M | Sell |
332,336
-69,806
| -17% | -$2.39M | 0.04% | 263 |
|
|
2015
Q2 | $14.5M | Sell |
402,142
-15,874
| -4% | -$547K | 0.05% | 236 |
|
|
2015
Q1 | $13.7M | Sell |
418,016
-10,232
| -2% | -$311K | 0.04% | 240 |
|
|
2014
Q4 | $12.1M | Sell |
428,248
-12,912
| -3% | -$337K | 0.04% | 249 |
|
|
2014
Q3 | $10.4M | Buy |
441,160
+59,796
| +16% | +$1.45M | 0.03% | 263 |
|
|
2014
Q2 | $9.45M | Buy |
381,364
+48,446
| +15% | +$1.16M | 0.03% | 266 |
|
|
2014
Q1 | $7.66M | Buy |
332,918
+34,618
| +12% | +$844K | 0.02% | 284 |
|
|
2013
Q4 | $8.04M | Sell |
298,300
-3,888
| -1% | -$99.6K | 0.03% | 269 |
|
|
2013
Q3 | $6.83M | Buy |
302,188
+256,084
| +555% | +$5.36M | 0.02% | 279 |
|
|
2013
Q2 | $836K | Buy |
+46,104
| New | +$862K | ﹤0.01% | 503 |
|
Other funds holding AOS
VCM
VPM
Brown Advisory's AOS Position: Q1 2026 in Review
Brown Advisory sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 4,641 shares — an estimated $310K sold.
Brown Advisory first reported a position in AOS in Q2 2013 and held it in 31 quarters. The position peaked at $308M in Q1 2018. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Brown Advisory reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
- Brown Advisory sold 4,641 A.O. Smith shares in Q1 2026, an estimated $310K.
- Brown Advisory first reported a position in A.O. Smith in Q2 2013 and held it in 31 quarters.
- Brown Advisory's A.O. Smith position peaked at $308M in Q1 2018.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.