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

Loudon 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
2025 Q1	–	Sell	-2,996	Closed	-$204K	–	97
2024 Q4	$204K	Sell	2,996 -400	-12%	-$30.3K	0.12%	96
2024 Q3	$305K	Hold	3,396	–	–	0.17%	87
2024 Q2	$278K	Sell	3,396 -175	-5%	-$14.8K	0.16%	89
2024 Q1	$319K	Sell	3,571 -2,005	-36%	-$165K	0.18%	80
2023 Q4	$460K	Hold	5,576	–	–	0.28%	73
2023 Q3	$369K	Hold	5,576	–	–	0.25%	77
2023 Q2	$406K	Sell	5,576 -1,400	-20%	-$95.8K	0.27%	75
2023 Q1	$482K	Hold	6,976	–	–	0.33%	69
2022 Q4	$399K	Buy	6,976 +586	+9%	+$32.8K	0.29%	73
2022 Q3	$310K	Hold	6,390	–	–	0.25%	75
2022 Q2	$349K	Buy	6,390 +1,637	+34%	+$98.2K	0.26%	74
2022 Q1	$304K	Hold	4,753	–	–	0.2%	78
2021 Q4	$408K	Sell	4,753 -62	-1%	-$4.73K	0.26%	71
2021 Q3	$294K	Sell	4,815 -20	-0.4%	-$1.4K	0.21%	78
2021 Q2	$348K	Hold	4,835	–	–	0.24%	70
2021 Q1	$327K	Hold	4,835	–	–	0.23%	67
2020 Q4	$265K	Buy	+4,835	New	+$267K	0.21%	67

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Loudon Investment Management's AOS Position: Q1 2025 in Review

Loudon Investment Management sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 2,996 shares — an estimated $204K sold.

Loudon Investment Management first reported a position in AOS in Q4 2020 and held it in 17 quarters. The position peaked at $482K in Q1 2023. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

Loudon Investment Management reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
Loudon Investment Management sold 2,996 A.O. Smith shares in Q1 2025, an estimated $204K.
Loudon Investment Management first reported a position in A.O. Smith in Q4 2020 and held it in 17 quarters.
Loudon Investment Management's A.O. Smith position peaked at $482K in Q1 2023.
657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Loudon Investment Management's 13F filing for Q1 2025, filed 6 May 2025.