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 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 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

Lafayette Investments's AOS Position: Q1 2026 in Review

Lafayette Investments reduced its A.O. Smith (AOS) stake by 3.8% in Q1 2026, selling an estimated $132K and leaving 46,161 shares worth $3.04M. The position accounts for 0.62% of the portfolio, ranked #43.

Lafayette Investments first reported a position in AOS in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.78M in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Lafayette Investments held 46,161 shares of A.O. Smith worth $3.04M as of Q1 2026.
Lafayette Investments sold 1,830 A.O. Smith shares in Q1 2026, an estimated $132K.
A.O. Smith made up 0.62% of Lafayette Investments's portfolio in Q1 2026, its #43 holding.
Lafayette Investments first reported a position in A.O. Smith in Q3 2022 and has held it in 15 quarters since.
Lafayette Investments's A.O. Smith position peaked at $3.78M in Q3 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.