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 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 $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KLCM Advisors's AOS Position: Q1 2026 in Review

KLCM Advisors held its A.O. Smith (AOS) position steady in Q1 2026 at 5,400 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #193.

KLCM Advisors first reported a position in AOS in Q4 2025 and has held it in 2 quarters since. The position peaked at $361K in Q4 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

KLCM Advisors held 5,400 shares of A.O. Smith worth $356K as of Q1 2026.
KLCM Advisors left its A.O. Smith share count unchanged in Q1 2026.
A.O. Smith made up 0.03% of KLCM Advisors's portfolio in Q1 2026, its #193 holding.
KLCM Advisors first reported a position in A.O. Smith in Q4 2025 and has held it in 2 quarters since.
KLCM Advisors's A.O. Smith position peaked at $361K in Q4 2025.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.