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CCM Investment Group’s A.O. Smith AOS Stock Holding History

CCM Investment Group’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
2025
Q1 		$754K Buy
11,485
+513
+5% +$34.7K 0.08% 140
2024
Q4 		$746K Buy
+10,972
New +$831K 0.08% 141

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CCM Investment Group's AOS Position: Q1 2025 in Review

CCM Investment Group increased its A.O. Smith (AOS) stake by 4.7% in Q1 2025, buying an estimated $34.7K and bringing the position to 11,485 shares worth $754K. The position accounts for 0.08% of the portfolio, ranked #140.

CCM Investment Group first reported a position in AOS in Q4 2024 and has held it in 2 quarters since. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • CCM Investment Group held 11,485 shares of A.O. Smith worth $754K as of Q1 2025.
  • CCM Investment Group bought 513 A.O. Smith shares in Q1 2025, an estimated $34.7K.
  • A.O. Smith made up 0.08% of CCM Investment Group's portfolio in Q1 2025, its #140 holding.
  • CCM Investment Group first reported a position in A.O. Smith in Q4 2024 and has held it in 2 quarters since.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.