Lionshead Wealth Management’s A.O. Smith AOS Stock Holding History

Lionshead Wealth 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
2026 Q2	$1.19M	Hold	18,976	–	–	0.77%	37
2026 Q1	$1.25M	Buy	18,976 +9,488	+100%	+$684K	0.92%	34
2025 Q4	$635K	Hold	9,488	–	–	0.48%	53
2025 Q3	$697K	Hold	9,488	–	–	0.55%	52
2025 Q2	$622K	Sell	9,488 -163	-2%	-$10.7K	0.57%	50
2025 Q1	$631K	Sell	9,651 -492	-5%	-$33.3K	0.66%	43
2024 Q4	$692K	Buy	+10,143	New	+$768K	0.5%	45

Other funds holding AOS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Lionshead Wealth Management's AOS Position: Q2 2026 in Review

Lionshead Wealth Management held its A.O. Smith (AOS) position steady in Q2 2026 at 18,976 shares worth $1.19M. The position accounts for 0.77% of the portfolio, ranked #37.

Lionshead Wealth Management first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2026. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Lionshead Wealth Management held 18,976 shares of A.O. Smith worth $1.19M as of Q2 2026.
Lionshead Wealth Management left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up 0.77% of Lionshead Wealth Management's portfolio in Q2 2026, its #37 holding.
Lionshead Wealth Management first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's A.O. Smith position peaked at $1.25M in Q1 2026.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.