E. Ohman J:or Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,000
| Closed | -$327K | – | 404 |
|
|
2025
Q1 | $327K | Hold |
5,000
| – | – | 0.01% | 406 |
|
|
2024
Q4 | $341K | Hold |
5,000
| – | – | 0.01% | 410 |
|
|
2024
Q3 | $449K | Hold |
5,000
| – | – | 0.01% | 369 |
|
|
2024
Q2 | $409K | Hold |
5,000
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $447K | Hold |
5,000
| – | – | 0.01% | 363 |
|
|
2023
Q4 | $412K | Sell |
5,000
-1,700
| -25% | -$125K | 0.02% | 357 |
|
|
2023
Q3 | $443K | Hold |
6,700
| – | – | 0.02% | 362 |
|
|
2023
Q2 | $488K | Hold |
6,700
| – | – | 0.02% | 363 |
|
|
2023
Q1 | $463K | Buy |
6,700
+1,800
| +37% | +$117K | 0.02% | 365 |
|
|
2022
Q4 | $280K | Hold |
4,900
| – | – | 0.01% | 404 |
|
|
2022
Q3 | $238K | Sell |
4,900
-2,400
| -33% | -$138K | 0.01% | 409 |
|
|
2022
Q2 | $399K | Hold |
7,300
| – | – | 0.02% | 379 |
|
|
2022
Q1 | $466K | Hold |
7,300
| – | – | 0.02% | 384 |
|
|
2021
Q4 | $627K | Hold |
7,300
| – | – | 0.02% | 378 |
|
|
2021
Q3 | $446K | Hold |
7,300
| – | – | 0.01% | 409 |
|
|
2021
Q2 | $526K | Buy |
7,300
+4,900
| +204% | +$338K | 0.02% | 399 |
|
|
2021
Q1 | $162K | Hold |
2,400
| – | – | 0.01% | 441 |
|
|
2020
Q4 | $132K | Hold |
2,400
| – | – | 0.01% | 425 |
|
|
2020
Q3 | $127K | Hold |
2,400
| – | – | 0.01% | 423 |
|
|
2020
Q2 | $113K | Hold |
2,400
| – | – | 0.01% | 423 |
|
|
2020
Q1 | $90.7K | Sell |
2,400
-5,549
| -70% | -$236K | 0.01% | 426 |
|
|
2019
Q4 | $379K | Buy |
+7,949
| New | +$385K | 0.02% | 348 |
|
|
2018
Q4 | – | Sell |
-4,800
| Closed | -$256K | – | 375 |
|
|
2018
Q3 | $256K | Hold |
4,800
| – | – | 0.02% | 340 |
|
|
2018
Q2 | $284K | Buy |
4,800
+800
| +20% | +$50.4K | 0.02% | 326 |
|
|
2018
Q1 | $254K | Hold |
4,000
| – | – | 0.02% | 401 |
|
|
2017
Q4 | $245K | Hold |
4,000
| – | – | 0.02% | 444 |
|
|
2017
Q3 | $238K | Buy |
4,000
+200
| +5% | +$11.2K | 0.02% | 415 |
|
|
2017
Q2 | $214K | Hold |
3,800
| – | – | 0.02% | 429 |
|
|
2017
Q1 | $194K | Hold |
3,800
| – | – | 0.02% | 438 |
|
|
2016
Q4 | $180K | Hold |
3,800
| – | – | 0.03% | 435 |
|
|
2016
Q3 | $188K | Buy |
3,800
+1,800
| +90% | +$84.1K | 0.03% | 402 |
|
|
2016
Q2 | $88.1K | Buy |
+2,000
| New | +$80.7K | 0.01% | 499 |
|
Other funds holding AOS
E. Ohman J:or Asset Management's AOS Position: Q2 2025 in Review
E. Ohman J:or Asset Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 5,000 shares — an estimated $327K sold.
E. Ohman J:or Asset Management first reported a position in AOS in Q2 2016 and held it in 32 quarters. The position peaked at $627K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.
- E. Ohman J:or Asset Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
- E. Ohman J:or Asset Management sold 5,000 A.O. Smith shares in Q2 2025, an estimated $327K.
- E. Ohman J:or Asset Management first reported a position in A.O. Smith in Q2 2016 and held it in 32 quarters.
- E. Ohman J:or Asset Management's A.O. Smith position peaked at $627K in Q4 2021.
- 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.
Based on E. Ohman J:or Asset Management's 13F filing for Q2 2025, filed 8 Jul 2025.