LRI Investments’s A.O. Smith AOS Stock Holding History

LRI Investments’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	$11.7K	Buy	186 +9	+5%	+$545	﹤0.01%	918
2026 Q1	$11.7K	Hold	177	–	–	﹤0.01%	848
2025 Q4	$11.8K	Hold	177	–	–	﹤0.01%	820
2025 Q3	$13K	Hold	177	–	–	﹤0.01%	809
2025 Q2	$11.6K	Hold	177	–	–	﹤0.01%	811
2025 Q1	$11.6K	Hold	177	–	–	﹤0.01%	766
2024 Q4	$12.1K	Hold	177	–	–	﹤0.01%	753
2024 Q3	$12.9K	Sell	177 -80	-31%	-$6.62K	﹤0.01%	731
2024 Q2	$21K	Hold	257	–	–	﹤0.01%	595
2024 Q1	$23K	Buy	+257	New	+$21.2K	0.01%	361

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

LRI Investments's AOS Position: Q2 2026 in Review

LRI Investments increased its A.O. Smith (AOS) stake by 5.1% in Q2 2026, buying an estimated $545 and bringing the position to 186 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

LRI Investments first reported a position in AOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $23K in Q1 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

LRI Investments held 186 shares of A.O. Smith worth $11.7K as of Q2 2026.
LRI Investments bought 9 A.O. Smith shares in Q2 2026, an estimated $545.
A.O. Smith made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #918 holding.
LRI Investments first reported a position in A.O. Smith in Q1 2024 and has held it in 10 quarters since.
LRI Investments's A.O. Smith position peaked at $23K in Q1 2024.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.