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Empire Financial Management Company’s A.O. Smith AOS Stock Holding History

Empire Financial Management Company’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
2026
Q2 		– Sell
-23,690
Closed -$1.56M – 145
2026
Q1 		$1.56M Buy
23,690
+1,342
+6% +$96.7K 0.35% 83
2025
Q4 		$1.49M Buy
22,348
+346
+2% +$23.4K 0.32% 87
2025
Q3 		$1.62M Buy
22,002
+342
+2% +$24.4K 0.37% 82
2025
Q2 		$1.42M Buy
21,660
+139
+0.6% +$9.09K 0.41% 78
2025
Q1 		$1.41M Buy
21,521
+1,652
+8% +$112K 0.43% 75
2024
Q4 		$1.36M Buy
+19,869
New +$1.5M 0.42% 74

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empire Financial Management Company's AOS Position: Q2 2026 in Review

Empire Financial Management Company sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 23,690 shares — an estimated $1.56M sold.

Empire Financial Management Company first reported a position in AOS in Q4 2024 and held it in 6 quarters. The position peaked at $1.62M in Q3 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Empire Financial Management Company reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Empire Financial Management Company sold 23,690 A.O. Smith shares in Q2 2026, an estimated $1.56M.
  • Empire Financial Management Company first reported a position in A.O. Smith in Q4 2024 and held it in 6 quarters.
  • Empire Financial Management Company's A.O. Smith position peaked at $1.62M in Q3 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.