HM Payson & Co’s A.O. Smith AOS Stock Holding History

HM Payson & Co’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
2025 Q2	–	Sell	-15	Closed	-$981	–	999
2025 Q1	$981	Hold	15	–	–	﹤0.01%	1002
2024 Q4	$1.02K	Hold	15	–	–	﹤0.01%	998
2024 Q3	$1.35K	Buy	+15	New	+$1.24K	﹤0.01%	1002
2021 Q4	–	Sell	-16	Closed	-$1K	–	1076
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	1030
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	1032
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	1080
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	1040
2020 Q3	$1K	Buy	+16	New	+$799	﹤0.01%	978
2019 Q4	–	Sell	-50	Closed	-$2K	–	925
2019 Q3	$2K	Buy	+50	New	+$2.31K	﹤0.01%	907

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management

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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies

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