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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
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 $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

Empire Financial Management Company's AOS Position: Q1 2026 in Review

Empire Financial Management Company increased its A.O. Smith (AOS) stake by 6% in Q1 2026, buying an estimated $96.7K and bringing the position to 23,690 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #83.

Empire Financial Management Company first reported a position in AOS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.62M in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Empire Financial Management Company held 23,690 shares of A.O. Smith worth $1.56M as of Q1 2026.
  • Empire Financial Management Company bought 1,342 A.O. Smith shares in Q1 2026, an estimated $96.7K.
  • A.O. Smith made up 0.35% of Empire Financial Management Company's portfolio in Q1 2026, its #83 holding.
  • Empire Financial Management Company first reported a position in A.O. Smith in Q4 2024 and has held it in 6 quarters since.
  • Empire Financial Management Company's A.O. Smith position peaked at $1.62M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.