JP Morgan Chase’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
Q1 | $36.1M | Sell |
566,532
-3,938
| -0.7% | -$284K | ﹤0.01% | 1609 |
|
|
2025
Q4 | $38.2M | Sell |
570,470
-95,323
| -14% | -$6.44M | ﹤0.01% | 1550 |
|
|
2025
Q3 | $48.9M | Buy |
665,793
+139,117
| +26% | +$9.93M | ﹤0.01% | 1428 |
|
|
2025
Q2 | $34.5M | Buy |
526,676
+56,386
| +12% | +$3.69M | ﹤0.01% | 1572 |
|
|
2025
Q1 | $30.7M | Sell |
470,290
-160,343
| -25% | -$10.8M | ﹤0.01% | 1596 |
|
|
2024
Q4 | $43M | Sell |
630,633
-104,360
| -14% | -$7.9M | ﹤0.01% | 1429 |
|
|
2024
Q3 | $66M | Sell |
734,993
-29,166
| -4% | -$2.41M | 0.01% | 1162 |
|
|
2024
Q2 | $62.5M | Sell |
764,159
-1,854
| -0.2% | -$157K | 0.01% | 1142 |
|
|
2024
Q1 | $68.5M | Buy |
766,013
+185,623
| +32% | +$15.3M | 0.01% | 1123 |
|
|
2023
Q4 | $47.8M | Buy |
580,390
+130,802
| +29% | +$9.65M | ﹤0.01% | 1245 |
|
|
2023
Q3 | $29.7M | Sell |
449,588
-168,167
| -27% | -$11.9M | ﹤0.01% | 1390 |
|
|
2023
Q2 | $45M | Buy |
617,755
+286,943
| +87% | +$19.6M | 0.01% | 1168 |
|
|
2023
Q1 | $22.9M | Buy |
330,812
+30,407
| +10% | +$1.98M | ﹤0.01% | 1567 |
|
|
2022
Q4 | $17.2M | Sell |
300,405
-31,660
| -10% | -$1.77M | ﹤0.01% | 1781 |
|
|
2022
Q3 | $16.1M | Buy |
332,065
+27,801
| +9% | +$1.6M | ﹤0.01% | 1743 |
|
|
2022
Q2 | $16.6M | Sell |
304,264
-36,113
| -11% | -$2.17M | ﹤0.01% | 1755 |
|
|
2022
Q1 | $21.7M | Sell |
340,377
-26,798
| -7% | -$1.95M | ﹤0.01% | 1700 |
|
|
2021
Q4 | $31.5M | Sell |
367,175
-29,008
| -7% | -$2.21M | ﹤0.01% | 1469 |
|
|
2021
Q3 | $24.2M | Sell |
396,183
-39,520
| -9% | -$2.76M | ﹤0.01% | 1607 |
|
|
2021
Q2 | $31.4M | Sell |
435,703
-301,719
| -41% | -$20.8M | ﹤0.01% | 1481 |
|
|
2021
Q1 | $49.9M | Buy |
737,422
+216,944
| +42% | +$13.2M | 0.01% | 1167 |
|
|
2020
Q4 | $28.5M | Buy |
520,478
+297,499
| +133% | +$16.4M | ﹤0.01% | 1378 |
|
|
2020
Q3 | $12M | Buy |
222,979
+71,528
| +47% | +$3.57M | ﹤0.01% | 1901 |
|
|
2020
Q2 | $7.14M | Buy |
151,451
+24,408
| +19% | +$1.07M | ﹤0.01% | 2173 |
|
|
2020
Q1 | $4.8M | Sell |
127,043
-22,115
| -15% | -$942K | ﹤0.01% | 2296 |
|
|
2019
Q4 | $7.11M | Sell |
149,158
-128,202
| -46% | -$6.22M | ﹤0.01% | 2404 |
|
|
2019
Q3 | $13.2M | Sell |
277,360
-215,133
| -44% | -$9.95M | ﹤0.01% | 1912 |
|
|
2019
Q2 | $22.7M | Buy |
492,493
+134,035
| +37% | +$6.57M | ﹤0.01% | 1477 |
|
|
2019
Q1 | $19.1M | Buy |
358,458
+256,625
| +252% | +$12.8M | ﹤0.01% | 1576 |
|
|
2018
Q4 | $4.35M | Sell |
101,833
-371,526
| -78% | -$17.1M | ﹤0.01% | 2675 |
|
|
2018
Q3 | $25.3M | Buy |
473,359
+128,627
| +37% | +$7.55M | 0.01% | 1480 |
|
|
2018
Q2 | $20.4M | Sell |
344,732
-226,765
| -40% | -$14.3M | ﹤0.01% | 1563 |
|
|
2018
Q1 | $36.3M | Buy |
571,497
+286,706
| +101% | +$18.5M | 0.01% | 1123 |
|
|
2017
Q4 | $17.4M | Sell |
284,791
-64,440
| -18% | -$3.91M | ﹤0.01% | 1679 |
|
|
2017
Q3 | $20.6M | Sell |
349,231
-443,337
| -56% | -$24.9M | ﹤0.01% | 1478 |
|
|
2017
Q2 | $44.6M | Sell |
792,568
-212,993
| -21% | -$11.5M | 0.01% | 968 |
|
|
2017
Q1 | $51.4M | Buy |
1,005,561
+496,832
| +98% | +$24.6M | 0.01% | 927 |
|
|
2016
Q4 | $24.1M | Sell |
508,729
-21,969
| -4% | -$1.06M | 0.01% | 1340 |
|
|
2016
Q3 | $26.2M | Sell |
530,698
-208,650
| -28% | -$9.75M | 0.01% | 1208 |
|
|
2016
Q2 | $32.6M | Sell |
739,348
-1,427,696
| -66% | -$57.6M | 0.01% | 1063 |
|
|
2016
Q1 | $82.7M | Sell |
2,167,044
-577,266
| -21% | -$20.2M | 0.02% | 598 |
|
|
2015
Q4 | $105M | Sell |
2,744,310
-61,710
| -2% | -$2.33M | 0.03% | 541 |
|
|
2015
Q3 | $91.5M | Sell |
2,806,020
-425,374
| -13% | -$14.5M | 0.03% | 569 |
|
|
2015
Q2 | $116M | Sell |
3,231,394
-100,060
| -3% | -$3.45M | 0.03% | 554 |
|
|
2015
Q1 | $109M | Buy |
3,331,454
+326,294
| +11% | +$9.92M | 0.03% | 603 |
|
|
2014
Q4 | $84.8M | Buy |
3,005,160
+303,742
| +11% | +$7.93M | 0.02% | 702 |
|
|
2014
Q3 | $63.9M | Buy |
2,701,418
+2,121,182
| +366% | +$51.5M | 0.02% | 792 |
|
|
2014
Q2 | $14.4M | Buy |
580,236
+238,864
| +70% | +$5.74M | ﹤0.01% | 1526 |
|
|
2014
Q1 | $7.86M | Buy |
341,372
+17,128
| +5% | +$417K | ﹤0.01% | 1845 |
|
|
2013
Q4 | $8.75M | Sell |
324,244
-156,500
| -33% | -$4.01M | ﹤0.01% | 1841 |
|
|
2013
Q3 | $10.9M | Sell |
480,744
-75,412
| -14% | -$1.58M | ﹤0.01% | 1714 |
|
|
2013
Q2 | $10.1M | Buy |
+556,156
| New | +$10.4M | ﹤0.01% | 1677 |
|
Other funds holding AOS
VCM
VPM
