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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HM Payson & Co's AOS Position: Q2 2025 in Review

HM Payson & Co sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 15 shares — an estimated $981 sold.

HM Payson & Co first reported a position in AOS in Q3 2019 and held it in 9 quarters. The position peaked at $2K in Q3 2019. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • HM Payson & Co reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • HM Payson & Co sold 15 A.O. Smith shares in Q2 2025, an estimated $981.
  • HM Payson & Co first reported a position in A.O. Smith in Q3 2019 and held it in 9 quarters.
  • HM Payson & Co's A.O. Smith position peaked at $2K in Q3 2019.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on HM Payson & Co's 13F filing for Q2 2025, filed 17 Oct 2025.