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
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: Q2 2026 in Review

IFG Advisory opened a new position in A.O. Smith (AOS) in Q2 2026: 33,429 shares worth $2.1M. The stake represents 0.07% of the portfolio and ranks #280 among its holdings. This is a return to the name: IFG Advisory previously reported a position in AOS as recently as Q4 2025.

IFG Advisory first reported a position in AOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.38M in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • IFG Advisory held 33,429 shares of A.O. Smith worth $2.1M as of Q2 2026.
  • A.O. Smith was a new IFG Advisory position in Q2 2026.
  • A.O. Smith made up 0.07% of IFG Advisory's portfolio in Q2 2026, its #280 holding.
  • IFG Advisory first reported a position in A.O. Smith in Q4 2023 and has held it in 10 quarters since.
  • IFG Advisory's A.O. Smith position peaked at $3.38M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.