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 Q2	$8.36M	Buy	133,343 +117,894	+763%	+$7.15M	0.15%	95
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Graham Capital Management's AOS Position: Q2 2026 in Review

Graham Capital Management increased its A.O. Smith (AOS) stake by 763% in Q2 2026, buying an estimated $7.15M and bringing the position to 133,343 shares worth $8.36M. The position accounts for 0.15% of the portfolio, ranked #95.

Graham Capital Management first reported a position in AOS in Q1 2023 and has held it in 10 quarters since. 613 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Graham Capital Management held 133,343 shares of A.O. Smith worth $8.36M as of Q2 2026.
Graham Capital Management bought 117,894 A.O. Smith shares in Q2 2026, an estimated $7.15M.
A.O. Smith made up 0.15% of Graham Capital Management's portfolio in Q2 2026, its #95 holding.
Graham Capital Management first reported a position in A.O. Smith in Q1 2023 and has held it in 10 quarters since.
613 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.