Geode Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $259M | Buy |
3,939,106
+441,491
| +13% | +$31.8M | 0.02% | 631 |
|
|
2025
Q4 | $234M | Buy |
3,497,615
+3,526
| +0.1% | +$238K | 0.01% | 662 |
|
|
2025
Q3 | $256M | Sell |
3,494,089
-17,184
| -0.5% | -$1.23M | 0.02% | 622 |
|
|
2025
Q2 | $230M | Sell |
3,511,273
-43,155
| -1% | -$2.82M | 0.02% | 620 |
|
|
2025
Q1 | $232M | Sell |
3,554,428
-144,089
| -4% | -$9.74M | 0.02% | 591 |
|
|
2024
Q4 | $252M | Buy |
3,698,517
+111,612
| +3% | +$8.45M | 0.02% | 568 |
|
|
2024
Q3 | $321M | Buy |
3,586,905
+52,593
| +1% | +$4.35M | 0.03% | 497 |
|
|
2024
Q2 | $288M | Buy |
3,534,312
+135,453
| +4% | +$11.5M | 0.03% | 491 |
|
|
2024
Q1 | $303M | Buy |
3,398,859
+414,875
| +14% | +$34.2M | 0.03% | 482 |
|
|
2023
Q4 | $245M | Buy |
2,983,984
+16,776
| +0.6% | +$1.24M | 0.03% | 513 |
|
|
2023
Q3 | $196M | Buy |
2,967,208
+65,095
| +2% | +$4.62M | 0.02% | 531 |
|
|
2023
Q2 | $211M | Sell |
2,902,113
-10,740
| -0.4% | -$735K | 0.02% | 526 |
|
|
2023
Q1 | $201M | Sell |
2,912,853
-16,656
| -0.6% | -$1.08M | 0.03% | 517 |
|
|
2022
Q4 | $167M | Buy |
2,929,509
+15,035
| +0.5% | +$841K | 0.02% | 536 |
|
|
2022
Q3 | $141M | Sell |
2,914,474
-235,923
| -7% | -$13.5M | 0.02% | 569 |
|
|
2022
Q2 | $172M | Buy |
3,150,397
+263,298
| +9% | +$15.8M | 0.03% | 524 |
|
|
2022
Q1 | $184M | Sell |
2,887,099
-31,359
| -1% | -$2.28M | 0.02% | 561 |
|
|
2021
Q4 | $250M | Buy |
2,918,458
+220,019
| +8% | +$16.8M | 0.03% | 492 |
|
|
2021
Q3 | $164M | Buy |
2,698,439
+104,351
| +4% | +$7.29M | 0.02% | 581 |
|
|
2021
Q2 | $186M | Buy |
2,594,088
+8,389
| +0.3% | +$579K | 0.03% | 557 |
|
|
2021
Q1 | $174M | Sell |
2,585,699
-3,970
| -0.2% | -$241K | 0.03% | 546 |
|
|
2020
Q4 | $142M | Sell |
2,589,669
-8,271
| -0.3% | -$456K | 0.02% | 568 |
|
|
2020
Q3 | $137M | Buy |
2,597,940
+237,041
| +10% | +$11.8M | 0.03% | 503 |
|
|
2020
Q2 | $111M | Sell |
2,360,899
-5,946
| -0.3% | -$260K | 0.02% | 535 |
|
|
2020
Q1 | $89.3M | Buy |
2,366,845
+41,427
| +2% | +$1.77M | 0.02% | 538 |
|
|
2019
Q4 | $111M | Buy |
2,325,418
+67,970
| +3% | +$3.3M | 0.02% | 573 |
|
|
2019
Q3 | $108M | Buy |
2,257,448
+30,980
| +1% | +$1.43M | 0.03% | 546 |
|
|
2019
Q2 | $105M | Buy |
2,226,468
+101,195
| +5% | +$4.96M | 0.03% | 548 |
|
|
2019
Q1 | $113M | Buy |
2,125,273
+68,001
| +3% | +$3.38M | 0.03% | 514 |
|
|
2018
Q4 | $87.7M | Buy |
2,057,272
+115,351
| +6% | +$5.31M | 0.03% | 526 |
|
|
2018
Q3 | $103M | Buy |
1,941,921
+38,566
| +2% | +$2.26M | 0.03% | 527 |
|
|
2018
Q2 | $112M | Buy |
1,903,355
+83,706
| +5% | +$5.28M | 0.03% | 480 |
|
|
2018
Q1 | $115M | Buy |
1,819,649
+79,571
| +5% | +$5.13M | 0.04% | 466 |
|
|
2017
Q4 | $106M | Buy |
1,740,078
+39,859
| +2% | +$2.42M | 0.04% | 473 |
|
|
2017
Q3 | $101M | Buy |
1,700,219
+426,291
| +33% | +$23.9M | 0.04% | 465 |
|
|
2017
Q2 | $71.7M | Buy |
1,273,928
+45,303
| +4% | +$2.45M | 0.03% | 539 |
|
|
2017
Q1 | $62.8M | Buy |
1,228,625
+108,229
| +10% | +$5.37M | 0.03% | 558 |
|
|
2016
Q4 | $53M | Buy |
1,120,396
+49,058
| +5% | +$2.37M | 0.02% | 575 |
|
|
2016
Q3 | $52.9M | Buy |
1,071,338
+70,758
| +7% | +$3.31M | 0.03% | 551 |
|
|
2016
Q2 | $44.1M | Buy |
1,000,580
+108,964
| +12% | +$4.4M | 0.02% | 576 |
|
|
2016
Q1 | $34K | Buy |
891,616
+48,954
| +6% | +$1.71M | 0.02% | 661 |
|
|
2015
Q4 | $32.3M | Buy |
842,662
+5,962
| +0.7% | +$225K | 0.02% | 671 |
|
|
2015
Q3 | $27.3M | Buy |
836,700
+19,230
| +2% | +$657K | 0.02% | 725 |
|
|
2015
Q2 | $29.4M | Buy |
817,470
+4,896
| +0.6% | +$169K | 0.02% | 719 |
|
|
2015
Q1 | $26.7M | Buy |
812,574
+16,840
| +2% | +$512K | 0.02% | 762 |
|
|
2014
Q4 | $22.4M | Sell |
795,734
-3,294
| -0.4% | -$86K | 0.01% | 798 |
|
|
2014
Q3 | $18.9M | Sell |
799,028
-2,912
| -0.4% | -$70.7K | 0.01% | 855 |
|
|
2014
Q2 | $19.9M | Buy |
801,940
+2,368
| +0.3% | +$56.9K | 0.01% | 860 |
|
|
2014
Q1 | $18.4M | Sell |
799,572
-20,602
| -3% | -$502K | 0.01% | 868 |
|
|
2013
Q4 | $22.1M | Buy |
820,174
+173,944
| +27% | +$4.46M | 0.02% | 732 |
|
|
2013
Q3 | $14.6M | Sell |
646,230
-37,914
| -6% | -$793K | 0.01% | 846 |
|
|
2013
Q2 | $12.4M | Buy |
+684,144
| New | +$12.8M | 0.01% | 836 |
|
Other funds holding AOS
VCM
VPM
Geode Capital Management's AOS Position: Q1 2026 in Review
Geode Capital Management increased its A.O. Smith (AOS) stake by 13% in Q1 2026, buying an estimated $31.8M and bringing the position to 3,939,106 shares worth $259M. The position accounts for 0.02% of the portfolio, ranked #631.
Geode Capital Management first reported a position in AOS in Q2 2013 and has held it in 52 quarters since. The position peaked at $321M in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Geode Capital Management held 3,939,106 shares of A.O. Smith worth $259M as of Q1 2026.
- Geode Capital Management bought 441,491 A.O. Smith shares in Q1 2026, an estimated $31.8M.
- A.O. Smith made up 0.02% of Geode Capital Management's portfolio in Q1 2026, its #631 holding.
- Geode Capital Management first reported a position in A.O. Smith in Q2 2013 and has held it in 52 quarters since.
- Geode Capital Management's A.O. Smith position peaked at $321M in Q3 2024.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.