Empirical Finance’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
$918K Buy
14,643
+10,187
+229% +$617K 0.04% 321
2026
Q1
$294K Sell
4,456
-15
-0.3% -$1.08K 0.01% 458
2025
Q4
$299K Sell
4,471
-184
-4% -$12.4K 0.01% 448
2025
Q3
$342K Buy
4,655
+38
+0.8% +$2.71K 0.02% 468
2025
Q2
$303K Buy
4,617
+29
+0.6% +$1.9K 0.02% 471
2025
Q1
$300K Buy
4,588
+316
+7% +$21.4K 0.02% 466
2024
Q4
$291K Sell
4,272
-48
-1% -$3.63K 0.02% 466
2024
Q3
$388K Buy
4,320
+77
+2% +$6.37K 0.02% 450
2024
Q2
$347K Sell
4,243
-375
-8% -$31.7K 0.02% 455
2024
Q1
$413K Buy
4,618
+149
+3% +$12.3K 0.03% 458
2023
Q4
$368K Buy
4,469
+202
+5% +$14.9K 0.03% 456
2023
Q3
$282K Buy
4,267
+395
+10% +$28K 0.02% 480
2023
Q2
$282K Buy
3,872
+438
+13% +$30K 0.02% 477
2023
Q1
$237K Buy
+3,434
New +$223K 0.02% 478

Other funds holding AOS

Empirical Finance's AOS Position: Q2 2026 in Review

Empirical Finance increased its A.O. Smith (AOS) stake by 229% in Q2 2026, buying an estimated $617K and bringing the position to 14,643 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #321.

Empirical Finance first reported a position in AOS in Q1 2023 and has held it in 14 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Empirical Finance held 14,643 shares of A.O. Smith worth $918K as of Q2 2026.
  • Empirical Finance bought 10,187 A.O. Smith shares in Q2 2026, an estimated $617K.
  • A.O. Smith made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #321 holding.
  • Empirical Finance first reported a position in A.O. Smith in Q1 2023 and has held it in 14 quarters since.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.