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Illumine Investment Management’s A.O. Smith AOS Stock Holding History

Illumine Investment 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
Q1 		$1.55M Sell
23,437
-76
-0.3% -$5.48K 1.19% 29
2025
Q4 		$1.57M Sell
23,513
-35
-0.1% -$2.37K 1.15% 32
2025
Q3 		$1.73M Buy
23,548
+515
+2% +$36.8K 1.23% 29
2025
Q2 		$1.51M Buy
+23,033
New +$1.51M 1.2% 30

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Illumine Investment Management's AOS Position: Q1 2026 in Review

Illumine Investment Management reduced its A.O. Smith (AOS) stake by 0.32% in Q1 2026, selling an estimated $5.48K and leaving 23,437 shares worth $1.55M. The position accounts for 1.19% of the portfolio, ranked #29.

Illumine Investment Management first reported a position in AOS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.73M in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Illumine Investment Management held 23,437 shares of A.O. Smith worth $1.55M as of Q1 2026.
  • Illumine Investment Management sold 76 A.O. Smith shares in Q1 2026, an estimated $5.48K.
  • A.O. Smith made up 1.19% of Illumine Investment Management's portfolio in Q1 2026, its #29 holding.
  • Illumine Investment Management first reported a position in A.O. Smith in Q2 2025 and has held it in 4 quarters since.
  • Illumine Investment Management's A.O. Smith position peaked at $1.73M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Illumine Investment Management's 13F filing for Q1 2026, filed 4 May 2026.