Citigroup
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Citigroup’s A.O. Smith AOS Stock Holding History

Citigroup’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
2020
Q4 		– Sell
-2,000
Closed -$106K – 7349
2020
Q3 		$106K Sell
2,000
-100
-5% -$4.99K ﹤0.01% 5064
2020
Q2 		$99K Buy
2,100
+1,100
+110% +$48K ﹤0.01% 5580
2020
Q1 		$38K Sell
1,000
-2,600
-72% -$111K ﹤0.01% 6215
2019
Q4 		$172K Buy
3,600
+1,500
+71% +$72.7K ﹤0.01% 5312
2019
Q3 		$100K Buy
2,100
+300
+17% +$13.9K ﹤0.01% 5670
2019
Q2 		$85K Buy
+1,800
New +$88.3K ﹤0.01% 6012
2019
Q1 		– Sell
-1,400
Closed -$60K – 7640
2018
Q4 		$60K Sell
1,400
-2,700
-66% -$124K ﹤0.01% 6082
2018
Q3 		$219K Buy
4,100
+700
+21% +$41.1K ﹤0.01% 5156
2018
Q2 		$201K Buy
3,400
+400
+13% +$25.2K ﹤0.01% 5062
2018
Q1 		$191K Buy
3,000
+1,300
+76% +$83.9K ﹤0.01% 5014
2017
Q4 		$104K Sell
1,700
-8,800
-84% -$534K ﹤0.01% 5605
2017
Q3 		$624K Buy
10,500
+5,100
+94% +$286K ﹤0.01% 3877
2017
Q2 		$304K Buy
5,400
+3,500
+184% +$189K ﹤0.01% 4442
2017
Q1 		$97K Buy
1,900
+900
+90% +$44.7K ﹤0.01% 5236
2016
Q4 		$47K Buy
+1,000
New +$48.2K ﹤0.01% 6169

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

Citigroup's AOS Position: Q1 2026 in Review

Citigroup increased its A.O. Smith (AOS) stake by 35% in Q1 2026, buying an estimated $4.35M and bringing the position to 234,084 shares worth $15.4M. The position accounts for 0.01% of the portfolio, ranked #1219.

Citigroup first reported a position in AOS in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.4M in Q3 2021. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Citigroup held 234,084 shares of A.O. Smith worth $15.4M as of Q1 2026.
  • Citigroup bought 60,325 A.O. Smith shares in Q1 2026, an estimated $4.35M.
  • A.O. Smith made up 0.01% of Citigroup's portfolio in Q1 2026, its #1219 holding.
  • Citigroup first reported a position in A.O. Smith in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's A.O. Smith position peaked at $19.4M in Q3 2021.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.