JMN Financial’s A.O. Smith AOS Stock Holding History

JMN Financial’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	–	Sell	-3,265	Closed	-$215K	–	230
2026 Q1	$215K	Buy	+3,265	New	+$235K	0.21%	166

Other funds holding AOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

JMN Financial's AOS Position: Q2 2026 in Review

JMN Financial sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,265 shares — an estimated $215K sold.

JMN Financial first reported a position in AOS in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 574 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

JMN Financial reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
JMN Financial sold 3,265 A.O. Smith shares in Q2 2026, an estimated $215K.
JMN Financial first reported a position in A.O. Smith in Q1 2026 and held it in 1 quarter.
JMN Financial's A.O. Smith position peaked at $215K in Q1 2026.
574 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.