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Lindbrook Capital’s A.O. Smith AOS Stock Holding History

Lindbrook Capital’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
Q1 		$59.3K Buy
907
+701
+340% +$47.4K 0.01% 923
2024
Q4 		$14.1K Buy
206
+76
+58% +$5.76K ﹤0.01% 1469
2024
Q3 		$11.7K Hold
130
– – ﹤0.01% 1580
2024
Q2 		$10.6K Sell
130
-43
-25% -$3.64K ﹤0.01% 1591
2024
Q1 		$15.5K Hold
173
– – ﹤0.01% 1348
2023
Q4 		$14.3K Buy
173
+73
+73% +$5.38K ﹤0.01% 1357
2023
Q3 		$6.61K Buy
100
+11
+12% +$781 ﹤0.01% 1631
2023
Q2 		$6.48K Sell
89
-21
-19% -$1.44K ﹤0.01% 1687
2023
Q1 		$7.61K Buy
110
+56
+104% +$3.64K ﹤0.01% 1628
2022
Q4 		$3.09K Buy
54
+38
+238% +$2.12K ﹤0.01% 2039
2022
Q3 		$1K Sell
16
-38
-70% -$2.18K ﹤0.01% 2228
2022
Q2 		$3K Hold
54
– – ﹤0.01% 1740
2022
Q1 		$3K Hold
54
– – ﹤0.01% 1782
2021
Q4 		$5K Hold
54
– – ﹤0.01% 1484
2021
Q3 		$3K Hold
54
– – ﹤0.01% 1376
2021
Q2 		$4K Hold
54
– – ﹤0.01% 1334
2021
Q1 		$4K Hold
54
– – ﹤0.01% 1301
2020
Q4 		$3K Buy
54
+12
+29% +$661 ﹤0.01% 1311
2020
Q3 		$2K Hold
42
– – ﹤0.01% 1356
2020
Q2 		$2K Buy
42
+8
+24% +$349 ﹤0.01% 1349
2020
Q1 		$1K Sell
34
-431
-93% -$18.4K ﹤0.01% 1382
2019
Q4 		$22K Hold
465
– – 0.01% 699
2019
Q3 		$22K Hold
465
– – 0.01% 670
2019
Q2 		$21K Sell
465
-64
-12% -$3.14K 0.01% 673
2019
Q1 		$28K Buy
529
+64
+14% +$3.18K 0.01% 577
2018
Q4 		$19K Buy
+465
New +$21.4K 0.01% 626

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lindbrook Capital's AOS Position: Q1 2025 in Review

Lindbrook Capital increased its A.O. Smith (AOS) stake by 340% in Q1 2025, buying an estimated $47.4K and bringing the position to 907 shares worth $59.3K. The position accounts for 0.01% of the portfolio, ranked #923.

Lindbrook Capital first reported a position in AOS in Q4 2018 and has held it in 26 quarters since. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Lindbrook Capital held 907 shares of A.O. Smith worth $59.3K as of Q1 2025.
  • Lindbrook Capital bought 701 A.O. Smith shares in Q1 2025, an estimated $47.4K.
  • A.O. Smith made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #923 holding.
  • Lindbrook Capital first reported a position in A.O. Smith in Q4 2018 and has held it in 26 quarters since.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.