Jacobs Levy Equity Management
AOS icon

Jacobs Levy Equity Management’s A.O. Smith AOS Stock Holding History

Jacobs Levy Equity 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 		$29.1M Sell
441,858
-12,242
-3% -$882K 0.12% 172
2025
Q4 		$30.4M Buy
+454,100
New +$30.7M 0.12% 154
2018
Q3 		– Sell
-16,100
Closed -$952K – 980
2018
Q2 		$952K Buy
16,100
+160
+1% +$10.1K 0.02% 673
2018
Q1 		$1.01M Sell
15,940
-2,020
-11% -$130K 0.02% 630
2017
Q4 		$1.1M Sell
17,960
-18,330
-51% -$1.11M 0.02% 596
2017
Q3 		$2.16M Buy
36,290
+12,620
+53% +$708K 0.04% 427
2017
Q2 		$1.33M Sell
23,670
-107,210
-82% -$5.79M 0.03% 517
2017
Q1 		$6.7M Sell
130,880
-109,610
-46% -$5.44M 0.14% 207
2016
Q4 		$11.4M Buy
240,490
+86,780
+56% +$4.19M 0.22% 143
2016
Q3 		$7.59M Sell
153,710
-13,890
-8% -$649K 0.14% 198
2016
Q2 		$7.38M Buy
+167,600
New +$6.77M 0.15% 188
2016
Q1 		– Sell
-190,800
Closed -$7.31M – 1101
2015
Q4 		$7.31M Hold
190,800
– – 0.15% 182
2015
Q3 		$6.22M Buy
190,800
+60,020
+46% +$2.05M 0.13% 191
2015
Q2 		$4.71M Buy
+130,780
New +$4.51M 0.09% 232
2014
Q4 		– Sell
-304,042
Closed -$7.19M – 814
2014
Q3 		$7.19M Sell
304,042
-835,214
-73% -$20.3M 0.12% 197
2014
Q2 		$28.2M Sell
1,139,256
-314,212
-22% -$7.55M 0.47% 57
2014
Q1 		$33.4M Sell
1,453,468
-206,008
-12% -$5.02M 0.56% 41
2013
Q4 		$44.8M Sell
1,659,476
-109,580
-6% -$2.81M 0.67% 25
2013
Q3 		$40M Sell
1,769,056
-53,400
-3% -$1.12M 0.68% 25
2013
Q2 		$33.1M Buy
+1,822,456
New +$34.1M 0.58% 32

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

Jacobs Levy Equity Management's AOS Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its A.O. Smith (AOS) stake by 2.7% in Q1 2026, selling an estimated $882K and leaving 441,858 shares worth $29.1M. The position accounts for 0.12% of the portfolio, ranked #172.

Jacobs Levy Equity Management first reported a position in AOS in Q2 2013 and has held it in 20 quarters since. The position peaked at $44.8M in Q4 2013. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Jacobs Levy Equity Management held 441,858 shares of A.O. Smith worth $29.1M as of Q1 2026.
  • Jacobs Levy Equity Management sold 12,242 A.O. Smith shares in Q1 2026, an estimated $882K.
  • A.O. Smith made up 0.12% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #172 holding.
  • Jacobs Levy Equity Management first reported a position in A.O. Smith in Q2 2013 and has held it in 20 quarters since.
  • Jacobs Levy Equity Management's A.O. Smith position peaked at $44.8M in Q4 2013.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.