HPCM
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Hunter Perkins Capital Management’s A.O. Smith AOS Stock Holding History

Hunter Perkins 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 		$4.8M Sell
76,501
-542
-0.7% -$32.9K 1.08% 28
2026
Q1 		$5.08M Buy
77,043
+12
+0% +$865 1.19% 25
2025
Q4 		$5.15M Sell
77,031
-2,075
-3% -$140K 1.19% 27
2025
Q3 		$5.81M Sell
79,106
-1,445
-2% -$103K 1.29% 26
2025
Q2 		$5.28M Sell
80,551
-27,312
-25% -$1.79M 1.25% 28
2025
Q1 		$7.05M Sell
107,863
-15,901
-13% -$1.07M 1.64% 19
2024
Q4 		$8.44M Buy
123,764
+26,257
+27% +$1.99M 1.77% 20
2024
Q3 		$8.76M Sell
97,507
-1,870
-2% -$155K 1.78% 21
2024
Q2 		$8.13M Sell
99,377
-15,945
-14% -$1.35M 1.71% 21
2024
Q1 		$10.3M Sell
115,322
-8,925
-7% -$736K 2.11% 17
2023
Q4 		$10.2M Buy
124,247
+27,996
+29% +$2.06M 2.14% 18
2023
Q3 		$6.37M Sell
96,251
-97,571
-50% -$6.93M 1.37% 25
2023
Q2 		$7.01M Buy
193,822
+96,221
+99% +$6.59M 1.5% 22
2023
Q1 		$6.75M Sell
97,601
-34,170
-26% -$2.22M 1.59% 18
2022
Q4 		$7.54M Sell
131,771
-5,534
-4% -$309K 1.7% 24
2022
Q3 		$6.67M Buy
137,305
+128,651
+1,487% +$7.39M 1.63% 22
2022
Q2 		$473K Buy
+8,654
New +$519K 0.11% 64

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

Hunter Perkins Capital Management's AOS Position: Q2 2026 in Review

Hunter Perkins Capital Management reduced its A.O. Smith (AOS) stake by 0.7% in Q2 2026, selling an estimated $32.9K and leaving 76,501 shares worth $4.8M. The position accounts for 1.08% of the portfolio, ranked #28.

Hunter Perkins Capital Management first reported a position in AOS in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.3M in Q1 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Hunter Perkins Capital Management held 76,501 shares of A.O. Smith worth $4.8M as of Q2 2026.
  • Hunter Perkins Capital Management sold 542 A.O. Smith shares in Q2 2026, an estimated $32.9K.
  • A.O. Smith made up 1.08% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #28 holding.
  • Hunter Perkins Capital Management first reported a position in A.O. Smith in Q2 2022 and has held it in 17 quarters since.
  • Hunter Perkins Capital Management's A.O. Smith position peaked at $10.3M in Q1 2024.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.