LI
AOS icon

Lafayette Investments’s A.O. Smith AOS Stock Holding History

Lafayette Investments’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 		$2.69M Sell
42,940
-3,221
-7% -$195K 0.5% 51
2026
Q1 		$3.04M Sell
46,161
-1,830
-4% -$132K 0.62% 43
2025
Q4 		$3.21M Sell
47,991
-3,557
-7% -$240K 0.61% 43
2025
Q3 		$3.78M Sell
51,548
-375
-0.7% -$26.8K 0.72% 42
2025
Q2 		$3.4M Buy
51,923
+388
+0.8% +$25.4K 0.69% 42
2025
Q1 		$3.37M Buy
51,535
+7,694
+18% +$520K 0.71% 40
2024
Q4 		$2.99M Buy
43,841
+1,861
+4% +$141K 0.64% 45
2024
Q3 		$3.77M Buy
41,980
+1,732
+4% +$143K 0.8% 38
2024
Q2 		$3.29M Sell
40,248
-2
-0% -$169 0.75% 36
2024
Q1 		$3.6M Buy
40,250
+1,327
+3% +$109K 0.81% 36
2023
Q4 		$3.21M Buy
38,923
+200
+0.5% +$14.7K 0.8% 38
2023
Q3 		$2.56M Buy
38,723
+259
+0.7% +$18.4K 0.7% 38
2023
Q2 		$2.8M Buy
38,464
+588
+2% +$40.3K 0.74% 38
2023
Q1 		$2.62M Buy
37,876
+5,222
+16% +$339K 0.73% 42
2022
Q4 		$1.87M Buy
32,654
+6,676
+26% +$373K 0.53% 51
2022
Q3 		$1.26M Buy
+25,978
New +$1.49M 0.39% 58

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lafayette Investments's AOS Position: Q2 2026 in Review

Lafayette Investments reduced its A.O. Smith (AOS) stake by 7% in Q2 2026, selling an estimated $195K and leaving 42,940 shares worth $2.69M. The position accounts for 0.5% of the portfolio, ranked #51.

Lafayette Investments first reported a position in AOS in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.78M in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Lafayette Investments held 42,940 shares of A.O. Smith worth $2.69M as of Q2 2026.
  • Lafayette Investments sold 3,221 A.O. Smith shares in Q2 2026, an estimated $195K.
  • A.O. Smith made up 0.5% of Lafayette Investments's portfolio in Q2 2026, its #51 holding.
  • Lafayette Investments first reported a position in A.O. Smith in Q3 2022 and has held it in 16 quarters since.
  • Lafayette Investments's A.O. Smith position peaked at $3.78M in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.