Mackenzie Financial’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 | $865K | Buy |
13,120
+262
| +2% | +$18.9K | ﹤0.01% | 1105 |
|
|
2025
Q4 | $869K | Sell |
12,858
-3,300
| -20% | -$223K | ﹤0.01% | 1094 |
|
|
2025
Q3 | $1.19M | Buy |
16,158
+3,780
| +31% | +$270K | ﹤0.01% | 1026 |
|
|
2025
Q2 | $812K | Sell |
12,378
-122
| -1% | -$7.98K | ﹤0.01% | 1071 |
|
|
2025
Q1 | $817K | Sell |
12,500
-1,978
| -14% | -$134K | ﹤0.01% | 1033 |
|
|
2024
Q4 | $988K | Sell |
14,478
-563
| -4% | -$42.6K | ﹤0.01% | 938 |
|
|
2024
Q3 | $1.35M | Sell |
15,041
-24,316
| -62% | -$2.01M | ﹤0.01% | 803 |
|
|
2024
Q2 | $3.22M | Buy |
39,357
+1,621
| +4% | +$137K | ﹤0.01% | 628 |
|
|
2024
Q1 | $3.38M | Sell |
37,736
-1,428
| -4% | -$118K | ﹤0.01% | 624 |
|
|
2023
Q4 | $3.23M | Sell |
39,164
-902
| -2% | -$66.5K | ﹤0.01% | 639 |
|
|
2023
Q3 | $2.62M | Sell |
40,066
-1,341
| -3% | -$95.2K | ﹤0.01% | 656 |
|
|
2023
Q2 | $3M | Sell |
41,407
-2,141
| -5% | -$147K | ﹤0.01% | 660 |
|
|
2023
Q1 | $3.01M | Sell |
43,548
-1,728
| -4% | -$112K | ﹤0.01% | 654 |
|
|
2022
Q4 | $2.59M | Buy |
45,276
+6,853
| +18% | +$383K | ﹤0.01% | 621 |
|
|
2022
Q3 | $1.87M | Sell |
38,423
-9,613
| -20% | -$552K | ﹤0.01% | 716 |
|
|
2022
Q2 | $2.63M | Sell |
48,036
-622,722
| -93% | -$37.4M | ﹤0.01% | 661 |
|
|
2022
Q1 | $42.9M | Sell |
670,758
-937,409
| -58% | -$68.2M | 0.06% | 248 |
|
|
2021
Q4 | $138M | Sell |
1,608,167
-232,872
| -13% | -$17.8M | 0.19% | 135 |
|
|
2021
Q3 | $112M | Sell |
1,841,039
-450,643
| -20% | -$31.5M | 0.16% | 148 |
|
|
2021
Q2 | $165M | Sell |
2,291,682
-189,401
| -8% | -$13.1M | 0.23% | 106 |
|
|
2021
Q1 | $168M | Sell |
2,481,083
-602,736
| -20% | -$36.7M | 0.26% | 98 |
|
|
2020
Q4 | $169M | Buy |
3,083,819
+145,491
| +5% | +$8.02M | 0.37% | 85 |
|
|
2020
Q3 | $155M | Sell |
2,938,328
-412,678
| -12% | -$20.6M | 0.39% | 78 |
|
|
2020
Q2 | $158M | Buy |
3,351,006
+154,191
| +5% | +$6.73M | 0.42% | 64 |
|
|
2020
Q1 | $121M | Buy |
3,196,815
+40
| +0% | +$1.71K | 0.39% | 63 |
|
|
2019
Q4 | $152M | Buy |
3,196,775
+213,656
| +7% | +$10.4M | 0.37% | 72 |
|
|
2019
Q3 | $142M | Buy |
2,983,119
+1,217,804
| +69% | +$56.3M | 0.37% | 68 |
|
|
2019
Q2 | $83.3M | Buy |
1,765,315
+1,760,838
| +39,331% | +$86.3M | 0.21% | 111 |
|
|
2019
Q1 | $239K | Buy |
+4,477
| New | +$223K | ﹤0.01% | 1141 |
|
|
2018
Q4 | – | Sell |
-4,356
| Closed | -$232K | – | 1138 |
|
|
2018
Q3 | $232K | Buy |
+4,356
| New | +$256K | ﹤0.01% | 1038 |
|
|
2017
Q2 | – | Sell |
-12,912
| Closed | -$661K | – | 620 |
|
|
2017
Q1 | $661K | Hold |
12,912
| – | – | ﹤0.01% | 493 |
|
|
2016
Q4 | $611K | Hold |
12,912
| – | – | ﹤0.01% | 493 |
|
|
2016
Q3 | $319K | Hold |
12,912
| – | – | ﹤0.01% | 558 |
|
|
2016
Q2 | $569K | Hold |
12,912
| – | – | ﹤0.01% | 735 |
|
|
2016
Q1 | $493K | Hold |
12,912
| – | – | ﹤0.01% | 652 |
|
|
2015
Q4 | $495K | Buy |
12,912
+2,600
| +25% | +$98.1K | ﹤0.01% | 665 |
|
|
2015
Q3 | $336K | Sell |
10,312
-16,462
| -61% | -$563K | ﹤0.01% | 711 |
|
|
2015
Q2 | $964K | Buy |
+26,774
| New | +$923K | 0.01% | 566 |
|
Other funds holding AOS
VCM
VPM
Mackenzie Financial's AOS Position: Q1 2026 in Review
Mackenzie Financial increased its A.O. Smith (AOS) stake by 2% in Q1 2026, buying an estimated $18.9K and bringing the position to 13,120 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.
Mackenzie Financial first reported a position in AOS in Q2 2015 and has held it in 38 quarters since. The position peaked at $169M in Q4 2020. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Mackenzie Financial held 13,120 shares of A.O. Smith worth $865K as of Q1 2026.
- Mackenzie Financial bought 262 A.O. Smith shares in Q1 2026, an estimated $18.9K.
- A.O. Smith made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #1105 holding.
- Mackenzie Financial first reported a position in A.O. Smith in Q2 2015 and has held it in 38 quarters since.
- Mackenzie Financial's A.O. Smith position peaked at $169M in Q4 2020.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.