Colonial Trust’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
$4.9K Buy
79
+23
+41% +$1.39K ﹤0.01% 872
2026
Q1
$3.66K Hold
56
﹤0.01% 913
2025
Q4
$3.71K Buy
56
+46
+460% +$3.11K ﹤0.01% 900
2025
Q3
$734 Hold
10
﹤0.01% 1042
2025
Q2
$656 Buy
10
+3
+43% +$196 ﹤0.01% 1042
2025
Q1
$458 Sell
7
-85
-92% -$5.75K ﹤0.01% 1048
2024
Q4
$6.28K Buy
+92
New +$6.97K ﹤0.01% 1024

Other funds holding AOS

Colonial Trust's AOS Position: Q2 2026 in Review

Colonial Trust increased its A.O. Smith (AOS) stake by 41% in Q2 2026, buying an estimated $1.39K and bringing the position to 79 shares worth $4.9K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Colonial Trust first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.28K in Q4 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Colonial Trust held 79 shares of A.O. Smith worth $4.9K as of Q2 2026.
  • Colonial Trust bought 23 A.O. Smith shares in Q2 2026, an estimated $1.39K.
  • A.O. Smith made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #872 holding.
  • Colonial Trust first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
  • Colonial Trust's A.O. Smith position peaked at $6.28K in Q4 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.