Buckhead Capital Management’s A.O. Smith AOS Stock Holding History

Buckhead Capital 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	$412K	Hold	6,243	–	–	0.16%	102
2025 Q4	$418K	Hold	6,243	–	–	0.15%	104
2025 Q3	$458K	Hold	6,243	–	–	0.17%	94
2025 Q2	$409K	Hold	6,243	–	–	0.16%	96
2025 Q1	$408K	Hold	6,243	–	–	0.13%	93
2024 Q4	$426K	Hold	6,243	–	–	0.14%	90
2024 Q3	$561K	Hold	6,243	–	–	0.18%	75
2024 Q2	$511K	Hold	6,243	–	–	0.17%	80
2024 Q1	$558K	Hold	6,243	–	–	0.19%	80
2023 Q4	$515K	Buy	6,243 +408	+7%	+$30.1K	0.19%	83
2023 Q3	$386K	Hold	5,835	–	–	0.16%	87
2023 Q2	$425K	Hold	5,835	–	–	0.1%	101
2023 Q1	$403K	Hold	5,835	–	–	0.1%	107
2022 Q4	$334K	Hold	5,835	–	–	0.08%	110
2022 Q3	$283K	Hold	5,835	–	–	0.07%	115
2022 Q2	$319K	Buy	5,835 +445	+8%	+$26.7K	0.08%	111
2022 Q1	$344K	Buy	5,390 +335	+7%	+$24.4K	0.07%	118
2021 Q4	$434K	Hold	5,055	–	–	0.09%	108
2021 Q3	$309K	Hold	5,055	–	–	0.07%	124
2021 Q2	$364K	Buy	5,055 +475	+10%	+$32.8K	0.08%	114
2021 Q1	$310K	Buy	4,580 +630	+16%	+$38.3K	0.07%	122
2020 Q4	$217K	Hold	3,950	–	–	0.05%	134
2020 Q3	$209K	Buy	+3,950	New	+$197K	0.06%	122

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buckhead Capital Management's AOS Position: Q1 2026 in Review

Buckhead Capital Management held its A.O. Smith (AOS) position steady in Q1 2026 at 6,243 shares worth $412K. The position accounts for 0.16% of the portfolio, ranked #102.

Buckhead Capital Management first reported a position in AOS in Q3 2020 and has held it in 23 quarters since. The position peaked at $561K in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Buckhead Capital Management held 6,243 shares of A.O. Smith worth $412K as of Q1 2026.
Buckhead Capital Management left its A.O. Smith share count unchanged in Q1 2026.
A.O. Smith made up 0.16% of Buckhead Capital Management's portfolio in Q1 2026, its #102 holding.
Buckhead Capital Management first reported a position in A.O. Smith in Q3 2020 and has held it in 23 quarters since.
Buckhead Capital Management's A.O. Smith position peaked at $561K in Q3 2024.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.