Luther King Capital Management (LKCM)’s A.O. Smith AOS Stock Holding History

Luther King Capital Management (LKCM)’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	$1.61M	Sell	25,600 -1,300	-5%	-$78.8K	0.01%	377
2026 Q1	$1.77M	Sell	26,900 -6,000	-18%	-$432K	0.01%	355
2025 Q4	$2.2M	Sell	32,900 -800	-2%	-$54.1K	0.01%	337
2025 Q3	$2.47M	Sell	33,700 -2,700	-7%	-$193K	0.01%	326
2025 Q2	$2.39M	Sell	36,400 -4,930	-12%	-$323K	0.01%	315
2025 Q1	$2.7M	Sell	41,330 -20,737	-33%	-$1.4M	0.01%	289
2024 Q4	$4.23M	Sell	62,067 -8,680	-12%	-$657K	0.02%	257
2024 Q3	$6.36M	Buy	70,747 +6,430	+10%	+$532K	0.03%	201
2024 Q2	$5.26M	Buy	64,317 +17,340	+37%	+$1.47M	0.02%	215
2024 Q1	$4.2M	Buy	46,977 +307	+0.7%	+$25.3K	0.02%	239
2023 Q4	$3.85M	Sell	46,670 -1,675	-3%	-$124K	0.02%	240
2023 Q3	$3.2M	Sell	48,345 -10,430	-18%	-$740K	0.02%	257
2023 Q2	$4.28M	Sell	58,775 -2,000	-3%	-$137K	0.02%	224
2023 Q1	$4.2M	Sell	60,775 -20,184	-25%	-$1.31M	0.02%	215
2022 Q4	$4.63M	Sell	80,959 -2,741	-3%	-$153K	0.03%	189
2022 Q3	$4.07M	Sell	83,700 -1,500	-2%	-$86.1K	0.02%	198
2022 Q2	$4.66M	Sell	85,200 -2,400	-3%	-$144K	0.03%	187
2022 Q1	$5.6M	Sell	87,600 -1,000	-1%	-$72.8K	0.03%	188
2021 Q4	$7.61M	Sell	88,600 -1,000	-1%	-$76.2K	0.03%	162
2021 Q3	$5.47M	Buy	89,600 +1,200	+1%	+$83.8K	0.03%	198
2021 Q2	$6.37M	Hold	88,400	–	–	0.03%	180
2021 Q1	$5.98M	Buy	88,400 +1,321	+2%	+$80.3K	0.03%	181
2020 Q4	$4.77M	Buy	87,079 +9,779	+13%	+$539K	0.03%	190
2020 Q3	$4.08M	Buy	77,300 +12,500	+19%	+$624K	0.03%	184
2020 Q2	$3.05M	Buy	+64,800	New	+$2.83M	0.02%	207

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

Luther King Capital Management (LKCM)'s AOS Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its A.O. Smith (AOS) stake by 4.8% in Q2 2026, selling an estimated $78.8K and leaving 25,600 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #377.

Luther King Capital Management (LKCM) first reported a position in AOS in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.61M in Q4 2021. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Luther King Capital Management (LKCM) held 25,600 shares of A.O. Smith worth $1.61M as of Q2 2026.
Luther King Capital Management (LKCM) sold 1,300 A.O. Smith shares in Q2 2026, an estimated $78.8K.
A.O. Smith made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #377 holding.
Luther King Capital Management (LKCM) first reported a position in A.O. Smith in Q2 2020 and has held it in 25 quarters since.
Luther King Capital Management (LKCM)'s A.O. Smith position peaked at $7.61M in Q4 2021.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.