LMR Partners’s A.O. Smith AOS Stock Holding History

LMR Partners’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	–	Sell	-4,643	Closed	-$311K	–	1446
2025 Q4	$311K	Sell	4,643 -7,353	-61%	-$497K	﹤0.01%	1204
2025 Q3	$881K	Hold	11,996	–	–	﹤0.01%	976
2025 Q2	$787K	Buy	+11,996	New	+$785K	0.01%	849
2024 Q3	–	Sell	-4,994	Closed	-$408K	–	1275
2024 Q2	$408K	Buy	+4,994	New	+$423K	﹤0.01%	794
2022 Q2	–	Sell	-5,390	Closed	-$344K	–	1280
2022 Q1	$344K	Buy	5,390 +2,976	+123%	+$217K	﹤0.01%	1050
2021 Q4	$207K	Buy	+2,414	New	+$184K	﹤0.01%	1068
2020 Q3	–	Sell	-5,365	Closed	-$253K	–	451
2020 Q2	$253K	Buy	+5,365	New	+$234K	0.01%	461
2016 Q2	–	Sell	-71,186	Closed	-$2.72K	–	472
2016 Q1	$2.72K	Buy	+71,186	New	+$2.49M	0.3%	48

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMR Partners's AOS Position: Q1 2026 in Review

LMR Partners sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 4,643 shares — an estimated $311K sold.

LMR Partners first reported a position in AOS in Q1 2016 and held it in 8 quarters. The position peaked at $881K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

LMR Partners reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
LMR Partners sold 4,643 A.O. Smith shares in Q1 2026, an estimated $311K.
LMR Partners first reported a position in A.O. Smith in Q1 2016 and held it in 8 quarters.
LMR Partners's A.O. Smith position peaked at $881K in Q3 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.