LECAP Asset Management’s A.O. Smith AOS Stock Holding History

LECAP Asset Management’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
2025 Q3	–	Sell	-27,755	Closed	-$1.82M	–	276
2025 Q2	$1.82M	Buy	+27,755	New	+$1.82M	0.64%	41
2025 Q1	–	Sell	-23,259	Closed	-$1.59M	–	285
2024 Q4	$1.59M	Buy	+23,259	New	+$1.76M	0.43%	93
2024 Q2	–	Sell	-23,538	Closed	-$2.11M	–	313
2024 Q1	$2.11M	Buy	23,538 +8,275	+54%	+$682K	0.44%	80
2023 Q4	$1.26M	Buy	+15,263	New	+$1.13M	0.46%	74

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LECAP Asset Management's AOS Position: Q3 2025 in Review

LECAP Asset Management sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 27,755 shares — an estimated $1.82M sold.

LECAP Asset Management first reported a position in AOS in Q4 2023 and held it in 4 quarters. The position peaked at $2.11M in Q1 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

LECAP Asset Management reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
LECAP Asset Management sold 27,755 A.O. Smith shares in Q3 2025, an estimated $1.82M.
LECAP Asset Management first reported a position in A.O. Smith in Q4 2023 and held it in 4 quarters.
LECAP Asset Management's A.O. Smith position peaked at $2.11M in Q1 2024.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on LECAP Asset Management's 13F filing for Q3 2025, filed 23 Oct 2025.