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Longfellow Investment Management’s A.O. Smith AOS Stock Holding History

Longfellow Investment 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
Q1 		– Sell
-4,862
Closed -$325K – 244
2025
Q4 		$325K Hold
4,862
– – 0.07% 128
2025
Q3 		$357K Hold
4,862
– – 0.08% 135
2025
Q2 		$319K Hold
4,862
– – 0.08% 131
2025
Q1 		$318K Buy
+4,862
New +$329K 0.08% 125

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longfellow Investment Management's AOS Position: Q1 2026 in Review

Longfellow Investment Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 4,862 shares — an estimated $325K sold.

Longfellow Investment Management first reported a position in AOS in Q1 2025 and held it in 4 quarters. The position peaked at $357K in Q3 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Longfellow Investment Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Longfellow Investment Management sold 4,862 A.O. Smith shares in Q1 2026, an estimated $325K.
  • Longfellow Investment Management first reported a position in A.O. Smith in Q1 2025 and held it in 4 quarters.
  • Longfellow Investment Management's A.O. Smith position peaked at $357K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.