Burns Matteson Capital 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
Sell
-7,747
Closed -$511K 194
2026
Q1
$511K Buy
7,747
+55
+0.7% +$3.96K 0.19% 113
2025
Q4
$514K Buy
+7,692
New +$520K 0.18% 107

Other funds holding AOS

Burns Matteson Capital Management's AOS Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 7,747 shares — an estimated $511K sold.

Burns Matteson Capital Management first reported a position in AOS in Q4 2025 and held it in 2 quarters. The position peaked at $514K in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Burns Matteson Capital Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Burns Matteson Capital Management sold 7,747 A.O. Smith shares in Q2 2026, an estimated $511K.
  • Burns Matteson Capital Management first reported a position in A.O. Smith in Q4 2025 and held it in 2 quarters.
  • Burns Matteson Capital Management's A.O. Smith position peaked at $514K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.