D.J. St. Germain’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
$6.95M Buy
110,841
+25,761
+30% +$1.56M 0.25% 85
2026
Q1
$5.61M Buy
85,080
+11,715
+16% +$844K 0.22% 86
2025
Q4
$4.91M Buy
73,365
+1,077
+1% +$72.8K 0.19% 93
2025
Q3
$5.31M Buy
72,288
+554
+0.8% +$39.5K 0.21% 90
2025
Q2
$4.7M Buy
71,734
+13,298
+23% +$870K 0.2% 94
2025
Q1
$3.82M Buy
58,436
+3,460
+6% +$234K 0.18% 99
2024
Q4
$3.75M Buy
54,976
+2,228
+4% +$169K 0.17% 105
2024
Q3
$4.74M Buy
52,748
+118
+0.2% +$9.77K 0.22% 96
2024
Q2
$4.3M Sell
52,630
-13
-0% -$1.1K 0.21% 99
2024
Q1
$4.71M Sell
52,643
-316
-0.6% -$26.1K 0.23% 94
2023
Q4
$4.37M Buy
52,959
+921
+2% +$67.9K 0.23% 93
2023
Q3
$3.44M Buy
52,038
+5,703
+12% +$405K 0.19% 99
2023
Q2
$3.37M Buy
+46,335
New +$3.17M 0.18% 98
2022
Q4
$2.24K Buy
+39,188
New +$2.19M ﹤0.01% 336
2022
Q1
Sell
-3,000
Closed -$258K 241
2021
Q4
$258K Buy
+3,000
New +$229K 0.01% 221
2021
Q3
Sell
-3,000
Closed -$216K 238
2021
Q2
$216K Hold
3,000
0.01% 229
2021
Q1
$203K Buy
+3,000
New +$182K 0.01% 225

Other funds holding AOS

D.J. St. Germain's AOS Position: Q2 2026 in Review

D.J. St. Germain increased its A.O. Smith (AOS) stake by 30% in Q2 2026, buying an estimated $1.56M and bringing the position to 110,841 shares worth $6.95M. The position accounts for 0.25% of the portfolio, ranked #85.

D.J. St. Germain first reported a position in AOS in Q1 2021 and has held it in 17 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • D.J. St. Germain held 110,841 shares of A.O. Smith worth $6.95M as of Q2 2026.
  • D.J. St. Germain bought 25,761 A.O. Smith shares in Q2 2026, an estimated $1.56M.
  • A.O. Smith made up 0.25% of D.J. St. Germain's portfolio in Q2 2026, its #85 holding.
  • D.J. St. Germain first reported a position in A.O. Smith in Q1 2021 and has held it in 17 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.