Grantham, Mayo, Van Otterloo & Co (GMO)’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	–	Sell	-50,778	Closed	-$3.4M	–	637
2025 Q4	$3.4M	Buy	50,778 +18,989	+60%	+$1.28M	0.01%	356
2025 Q3	$2.33M	Sell	31,789 -2,429	-7%	-$173K	0.01%	363
2025 Q2	$2.24M	Buy	34,218 +27,018	+375%	+$1.77M	0.01%	365
2025 Q1	$471K	Buy	+7,200	New	+$487K	﹤0.01%	551
2023 Q3	–	Sell	-141,262	Closed	-$10.3M	–	581
2023 Q2	$10.3M	Hold	141,262	–	–	0.05%	255
2023 Q1	$9.77M	Buy	141,262 +59,036	+72%	+$3.84M	0.05%	250
2022 Q4	$4.71M	Buy	82,226 +2,489	+3%	+$139K	0.03%	345
2022 Q3	$3.87M	Buy	+79,737	New	+$4.58M	0.02%	362
2021 Q4	–	Sell	-54,870	Closed	-$3.35M	–	681
2021 Q3	$3.35M	Buy	54,870 +900	+2%	+$62.9K	0.02%	393
2021 Q2	$3.89M	Buy	53,970 +19,952	+59%	+$1.38M	0.02%	377
2021 Q1	$2.3M	Buy	34,018 +21,692	+176%	+$1.32M	0.01%	453
2020 Q4	$676K	Buy	12,326 +800	+7%	+$44.1K	﹤0.01%	640
2020 Q3	$609K	Buy	+11,526	New	+$576K	﹤0.01%	600