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LBMC Investment Advisors’s A.O. Smith AOS Stock Holding History

LBMC Investment 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 		$3.49M Hold
52,918
– – 0.21% 55
2025
Q4 		$3.54M Hold
52,918
– – 0.22% 56
2025
Q3 		$3.88M Hold
52,918
– – 0.25% 52
2025
Q2 		$3.47M Hold
52,918
– – 0.25% 52
2025
Q1 		$3.46M Sell
52,918
-5,686
-10% -$384K 0.27% 45
2024
Q4 		$4M Sell
58,604
-374
-0.6% -$28.3K 0.32% 43
2024
Q3 		$5.3M Buy
58,978
+23
+0% +$1.9K 0.42% 34
2024
Q2 		$4.82M Buy
58,955
+20
+0% +$1.69K 0.42% 32
2024
Q1 		$5.27M Buy
58,935
+23
+0% +$1.9K 0.46% 28
2023
Q4 		$4.86M Buy
58,912
+23
+0% +$1.7K 0.46% 27
2023
Q3 		$3.85M Buy
58,889
+24
+0% +$1.7K 0.41% 29
2023
Q2 		$4.28M Buy
58,865
+24
+0% +$1.64K 0.42% 28
2023
Q1 		$4.07M Buy
58,841
+3,408
+6% +$221K 0.41% 28
2022
Q4 		$3.17M Buy
55,433
+273
+0.5% +$15.3K 0.33% 30
2022
Q3 		$2.68M Buy
55,160
+237
+0.4% +$13.6K 0.31% 32
2022
Q2 		$3M Sell
54,923
-7,620
-12% -$457K 0.33% 30
2022
Q1 		$4M Buy
62,543
+239
+0.4% +$17.4K 0.35% 29
2021
Q4 		$5.35M Buy
62,304
+61,804
+12,361% +$4.71M 0.46% 26
2021
Q3 		$4.16K Sell
500
-67,424
-99% -$4.71M 0.39% 27
2021
Q2 		$4.89M Buy
67,924
+317
+0.5% +$21.9K 0.47% 26
2021
Q1 		$4.57M Buy
67,607
+295
+0.4% +$17.9K 0.48% 25
2020
Q4 		$3.69M Buy
67,312
+9,732
+17% +$536K 0.43% 28
2020
Q3 		$3.04M Buy
57,580
+276
+0.5% +$13.8K 0.42% 27
2020
Q2 		$2.7M Buy
57,304
+318
+0.6% +$13.9K 0.43% 24
2020
Q1 		$2.15M Buy
56,986
+304
+0.5% +$13K 0.4% 22
2019
Q4 		$2.7M Buy
56,682
+269
+0.5% +$13K 0.38% 23
2019
Q3 		$2.69M Buy
56,413
+263
+0.5% +$12.2K 0.41% 23
2019
Q2 		$2.65M Buy
56,150
+274
+0.5% +$13.4K 0.4% 24
2019
Q1 		$2.98M Buy
55,876
+236
+0.4% +$11.7K 0.47% 22
2018
Q4 		$2.38M Buy
55,640
+263
+0.5% +$12.1K 0.44% 22
2018
Q3 		$2.96M Sell
55,377
-5,831
-10% -$342K 0.47% 21
2018
Q2 		$3.62M Buy
61,208
+156
+0.3% +$9.83K 0.6% 19
2018
Q1 		$3.88M Buy
61,052
+150
+0.2% +$9.68K 0.67% 19
2017
Q4 		$3.73M Buy
60,902
+129
+0.2% +$7.83K 0.61% 19
2017
Q3 		$3.61M Sell
60,773
-3,860
-6% -$216K 0.62% 18
2017
Q2 		$3.64M Sell
64,633
-60
-0.1% -$3.24K 0.64% 18
2017
Q1 		$3.31M Buy
64,693
+153
+0.2% +$7.59K 0.59% 18
2016
Q4 		$3.06M Buy
64,540
+736
+1% +$35.5K 0.57% 18
2016
Q3 		$3.15M Buy
63,804
+136
+0.2% +$6.35K 0.6% 18
2016
Q2 		$2.81M Buy
63,668
+162
+0.3% +$6.54K 0.56% 18
2016
Q1 		$2.42M Buy
63,506
+190
+0.3% +$6.64K 0.5% 19
2015
Q4 		$2.42M Sell
63,316
-446
-0.7% -$16.8K 0.52% 19
2015
Q3 		$2.08M Buy
63,762
+4,142
+7% +$142K 0.47% 21
2015
Q2 		$2.15M Buy
59,620
+720
+1% +$24.8K 0.46% 20
2015
Q1 		$1.93M Hold
58,900
– – 0.43% 20
2014
Q4 		$1.66M Hold
58,900
– – 0.39% 20
2014
Q3 		$1.39M Buy
58,900
+6,000
+11% +$146K 0.34% 20
2014
Q2 		$1.31M Sell
52,900
-6,000
-10% -$144K 0.35% 21
2014
Q1 		$1.35M Hold
58,900
– – 0.34% 22
2013
Q4 		$1.59M Hold
58,900
– – 0.42% 22
2013
Q3 		$1.33M Hold
58,900
– – 0.39% 22
2013
Q2 		$1.07M Buy
+58,900
New +$1.1M 0.37% 22

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LBMC Investment Advisors's AOS Position: Q1 2026 in Review

LBMC Investment Advisors held its A.O. Smith (AOS) position steady in Q1 2026 at 52,918 shares worth $3.49M. The position accounts for 0.21% of the portfolio, ranked #55.

LBMC Investment Advisors first reported a position in AOS in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.35M in Q4 2021. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • LBMC Investment Advisors held 52,918 shares of A.O. Smith worth $3.49M as of Q1 2026.
  • LBMC Investment Advisors left its A.O. Smith share count unchanged in Q1 2026.
  • A.O. Smith made up 0.21% of LBMC Investment Advisors's portfolio in Q1 2026, its #55 holding.
  • LBMC Investment Advisors first reported a position in A.O. Smith in Q2 2013 and has held it in 52 quarters since.
  • LBMC Investment Advisors's A.O. Smith position peaked at $5.35M in Q4 2021.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.