Franklin Resources’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
Q1 | $17.5M | Buy |
265,421
+232,865
| +715% | +$16.8M | ﹤0.01% | 1045 |
|
|
2025
Q4 | $2.18M | Buy |
32,556
+13,843
| +74% | +$935K | ﹤0.01% | 1736 |
|
|
2025
Q3 | $1.37M | Buy |
18,713
+8,081
| +76% | +$577K | ﹤0.01% | 1941 |
|
|
2025
Q2 | $697K | Sell |
10,632
-2,805
| -21% | -$184K | ﹤0.01% | 2174 |
|
|
2025
Q1 | $878K | Sell |
13,437
-27,526
| -67% | -$1.86M | ﹤0.01% | 2018 |
|
|
2024
Q4 | $2.79M | Sell |
40,963
-2,241
| -5% | -$170K | ﹤0.01% | 1604 |
|
|
2024
Q3 | $3.57M | Sell |
43,204
-40,150
| -48% | -$3.32M | ﹤0.01% | 1505 |
|
|
2024
Q2 | $6.82M | Buy |
83,354
+1,299
| +2% | +$110K | ﹤0.01% | 1206 |
|
|
2024
Q1 | $7.34M | Buy |
82,055
+71,932
| +711% | +$5.93M | ﹤0.01% | 1188 |
|
|
2023
Q4 | $835K | Buy |
10,123
+45
| +0.4% | +$3.32K | ﹤0.01% | 1715 |
|
|
2023
Q3 | $666K | Sell |
10,078
-978
| -9% | -$69.4K | ﹤0.01% | 1776 |
|
|
2023
Q2 | $805K | Sell |
11,056
-7,121
| -39% | -$488K | ﹤0.01% | 1726 |
|
|
2023
Q1 | $1.26M | Sell |
18,177
-21,409
| -54% | -$1.39M | ﹤0.01% | 1457 |
|
|
2022
Q4 | $2.27M | Buy |
39,586
+754
| +2% | +$42.2K | ﹤0.01% | 1336 |
|
|
2022
Q3 | $1.89M | Sell |
38,832
-2,324
| -6% | -$133K | ﹤0.01% | 1365 |
|
|
2022
Q2 | $2.25M | Sell |
41,156
-53,461
| -57% | -$3.21M | ﹤0.01% | 1318 |
|
|
2022
Q1 | $6.04M | Buy |
94,617
+10,176
| +12% | +$741K | ﹤0.01% | 1123 |
|
|
2021
Q4 | $7.25M | Sell |
84,441
-14,791
| -15% | -$1.13M | ﹤0.01% | 1136 |
|
|
2021
Q3 | $6.06M | Buy |
99,232
+12,955
| +15% | +$905K | ﹤0.01% | 1161 |
|
|
2021
Q2 | $6.22M | Buy |
86,277
+3,479
| +4% | +$240K | ﹤0.01% | 1093 |
|
|
2021
Q1 | $5.6M | Sell |
82,798
-8,706
| -10% | -$529K | ﹤0.01% | 1083 |
|
|
2020
Q4 | $5.02M | Buy |
91,504
+19,544
| +27% | +$1.08M | ﹤0.01% | 1101 |
|
|
2020
Q3 | $3.8M | Buy |
71,960
+59,371
| +472% | +$2.96M | ﹤0.01% | 1102 |
|
|
2020
Q2 | $642K | Buy |
+12,589
| New | +$550K | ﹤0.01% | 1355 |
|
Other funds holding AOS
VCM
VPM
