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

Lionshead Wealth Management’s Portfolio AOS Stock Details AOS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$622K Sell
9,488
-163
-2% -$10.7K 0.57% 50
2025
Q1 		$631K Sell
9,651
-492
-5% -$32.2K 0.66% 43
2024
Q4 		$692K Buy
+10,143
New +$692K 0.5% 45