Machina Capital’s A.O. Smith AOS Stock Holding History

Machina Capital’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	$1.25M	Buy	19,969 +9,577	+92%	+$580K	0.2%	170
2026 Q1	$685K	Sell	10,392 -22,319	-68%	-$1.61M	0.13%	201
2025 Q4	$2.19M	Buy	+32,711	New	+$2.21M	0.42%	82
2023 Q4	–	Sell	-9,685	Closed	-$640K	–	245
2023 Q3	$640K	Buy	+9,685	New	+$688K	0.36%	113
2022 Q4	–	Sell	-5,569	Closed	-$271K	–	145
2022 Q3	$271K	Buy	+5,569	New	+$320K	0.57%	85
2022 Q2	–	Sell	-5,505	Closed	-$352K	–	125
2022 Q1	$352K	Buy	+5,505	New	+$401K	0.77%	49
2021 Q4	–	Sell	-7,295	Closed	-$446K	–	125
2021 Q3	$446K	Buy	+7,295	New	+$510K	0.96%	30
2019 Q3	–	Sell	-214	Closed	-$10K	–	317
2019 Q2	$10K	Buy	+214	New	+$10.5K	﹤0.01%	458
2019 Q1	–	Sell	-13,637	Closed	-$582K	–	471
2018 Q4	$582K	Buy	+13,637	New	+$627K	0.38%	111

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 $3.38T AUM 44.17% 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

Machina Capital's AOS Position: Q2 2026 in Review

Machina Capital increased its A.O. Smith (AOS) stake by 92% in Q2 2026, buying an estimated $580K and bringing the position to 19,969 shares worth $1.25M. The position accounts for 0.2% of the portfolio, ranked #170.

Machina Capital first reported a position in AOS in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.19M in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Machina Capital held 19,969 shares of A.O. Smith worth $1.25M as of Q2 2026.
Machina Capital bought 9,577 A.O. Smith shares in Q2 2026, an estimated $580K.
A.O. Smith made up 0.2% of Machina Capital's portfolio in Q2 2026, its #170 holding.
Machina Capital first reported a position in A.O. Smith in Q4 2018 and has held it in 9 quarters since.
Machina Capital's A.O. Smith position peaked at $2.19M in Q4 2025.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Machina Capital's 13F filing for Q2 2026, filed 10 Aug 2026.