IFG Advisory’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
Q3
$2.97M Buy
52,662
+19,233
+58% +$1.16M 0.1% 227
2026
Q2
$2.1M Buy
+33,429
New +$2.03M 0.07% 280
2026
Q1
– Sell
-50,474
Closed -$3.38M – 355
2025
Q4
$3.38M Buy
50,474
+17,792
+54% +$1.2M 0.15% 173
2025
Q3
$2.4M Buy
32,682
+7,302
+29% +$521K 0.11% 208
2025
Q2
$1.66M Buy
25,380
+829
+3% +$54.2K 0.08% 253
2025
Q1
$1.6M Buy
24,551
+1,023
+4% +$69.1K 0.09% 239
2024
Q4
$1.6M Sell
23,528
-3,052
-11% -$231K 0.09% 235
2024
Q3
$2.39M Sell
26,580
-442
-2% -$36.6K 0.15% 178
2024
Q2
$2.21M Sell
27,022
-120
-0.4% -$10.2K 0.14% 175
2024
Q1
$2.43M Sell
27,142
-29
-0.1% -$2.39K 0.18% 159
2023
Q4
$2.24M Buy
+27,171
New +$2M 0.16% 162

Other funds holding AOS

IFG Advisory's AOS Position: Q3 2026 in Review

IFG Advisory increased its A.O. Smith (AOS) stake by 58% in Q3 2026, buying an estimated $1.16M and bringing the position to 52,662 shares worth $2.97M. The position accounts for 0.1% of the portfolio, ranked #227.

IFG Advisory first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q4 2025. 337 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • IFG Advisory held 52,662 shares of A.O. Smith worth $2.97M as of Q3 2026.
  • IFG Advisory bought 19,233 A.O. Smith shares in Q3 2026, an estimated $1.16M.
  • A.O. Smith made up 0.1% of IFG Advisory's portfolio in Q3 2026, its #227 holding.
  • IFG Advisory first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
  • IFG Advisory's A.O. Smith position peaked at $3.38M in Q4 2025.
  • 337 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.