Graham Capital Management’s A.O. Smith AOS Stock Holding History

Graham Capital Management’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	$1.02M	Buy	15,449 +8,246	+114%	+$594K	0.02%	432
2025 Q4	$482K	Sell	7,203 -23,443	-76%	-$1.58M	0.01%	635
2025 Q3	$2.25M	Buy	30,646 +20,050	+189%	+$1.43M	0.04%	210
2025 Q2	$695K	Buy	+10,596	New	+$693K	0.01%	696
2024 Q2	–	Sell	-8,000	Closed	-$716K	–	1029
2024 Q1	$716K	Sell	8,000 -11,295	-59%	-$932K	0.01%	522
2023 Q4	$1.59M	Buy	19,295 +7,790	+68%	+$574K	0.04%	253
2023 Q3	$761K	Sell	11,505 -49,932	-81%	-$3.54M	0.02%	438
2023 Q2	$4.47M	Buy	61,437 +56,612	+1,173%	+$3.88M	0.13%	117
2023 Q1	$334K	Buy	+4,825	New	+$314K	0.01%	862

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Graham Capital Management's AOS Position: Q1 2026 in Review

Graham Capital Management increased its A.O. Smith (AOS) stake by 114% in Q1 2026, buying an estimated $594K and bringing the position to 15,449 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #432.

Graham Capital Management first reported a position in AOS in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.47M in Q2 2023. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Graham Capital Management held 15,449 shares of A.O. Smith worth $1.02M as of Q1 2026.
Graham Capital Management bought 8,246 A.O. Smith shares in Q1 2026, an estimated $594K.
A.O. Smith made up 0.02% of Graham Capital Management's portfolio in Q1 2026, its #432 holding.
Graham Capital Management first reported a position in A.O. Smith in Q1 2023 and has held it in 9 quarters since.
Graham Capital Management's A.O. Smith position peaked at $4.47M in Q2 2023.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Graham Capital Management's 13F filing for Q1 2026, filed 15 May 2026.