KLCM Advisors
AOS icon

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
Q3 		$304K Hold
5,400
– – 0.02% 221
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

KLCM Advisors's AOS Position: Q3 2026 in Review

KLCM Advisors held its A.O. Smith (AOS) position steady in Q3 2026 at 5,400 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #221.

KLCM Advisors first reported a position in AOS in Q4 2025 and has held it in 4 quarters since. The position peaked at $361K in Q4 2025. 522 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • KLCM Advisors held 5,400 shares of A.O. Smith worth $304K as of Q3 2026.
  • KLCM Advisors left its A.O. Smith share count unchanged in Q3 2026.
  • A.O. Smith made up 0.02% of KLCM Advisors's portfolio in Q3 2026, its #221 holding.
  • KLCM Advisors first reported a position in A.O. Smith in Q4 2025 and has held it in 4 quarters since.
  • KLCM Advisors's A.O. Smith position peaked at $361K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.