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HFM Investment Advisors’s A.O. Smith AOS Stock Holding History

HFM Investment Advisors’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 		$1.07K Buy
17
+9
+113% +$545 ﹤0.01% 705
2026
Q1 		$528 Hold
8
– – ﹤0.01% 655
2025
Q4 		$536 Hold
8
– – ﹤0.01% 694
2025
Q3 		$587 Sell
8
-1
-11% -$71 ﹤0.01% 590
2025
Q2 		$590 Buy
9
+6
+200% +$393 ﹤0.01% 590
2025
Q1 		$197 Buy
+3
New +$203 ﹤0.01% 634

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFM Investment Advisors's AOS Position: Q2 2026 in Review

HFM Investment Advisors increased its A.O. Smith (AOS) stake by 113% in Q2 2026, buying an estimated $545 and bringing the position to 17 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

HFM Investment Advisors first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • HFM Investment Advisors held 17 shares of A.O. Smith worth $1.07K as of Q2 2026.
  • HFM Investment Advisors bought 9 A.O. Smith shares in Q2 2026, an estimated $545.
  • A.O. Smith made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #705 holding.
  • HFM Investment Advisors first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.