KLCM Advisors’s A.O. Smith AOS Stock Holding History

KLCM Advisors’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	$339K	Hold	5,400	–	–	0.03%	215
2026 Q1	$356K	Hold	5,400	–	–	0.03%	193
2025 Q4	$361K	Buy	+5,400	New	+$365K	0.03%	175

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

KLCM Advisors's AOS Position: Q2 2026 in Review

KLCM Advisors held its A.O. Smith (AOS) position steady in Q2 2026 at 5,400 shares worth $339K. The position accounts for 0.03% of the portfolio, ranked #215.

KLCM Advisors first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $361K in Q4 2025. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

KLCM Advisors held 5,400 shares of A.O. Smith worth $339K as of Q2 2026.
KLCM Advisors left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up 0.03% of KLCM Advisors's portfolio in Q2 2026, its #215 holding.
KLCM Advisors first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
KLCM Advisors's A.O. Smith position peaked at $361K in Q4 2025.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.