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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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