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MJT & Associates Financial Advisory’s A.O. Smith AOS Stock Holding History

MJT & Associates Financial Advisory’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
Q3 		$3.72K Hold
66
– – ﹤0.01% 299
2026
Q2 		$4.14K Hold
66
– – ﹤0.01% 301
2026
Q1 		$4.35K Hold
66
– – ﹤0.01% 283
2025
Q4 		$4.42K Hold
66
– – ﹤0.01% 296
2025
Q3 		$4.85K Buy
+66
New +$4.71K ﹤0.01% 295

Other funds holding AOS

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

MJT & Associates Financial Advisory's AOS Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its A.O. Smith (AOS) position steady in Q3 2026 at 66 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

MJT & Associates Financial Advisory first reported a position in AOS in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.85K in Q3 2025. 22 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • MJT & Associates Financial Advisory held 66 shares of A.O. Smith worth $3.72K as of Q3 2026.
  • MJT & Associates Financial Advisory left its A.O. Smith share count unchanged in Q3 2026.
  • A.O. Smith made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #299 holding.
  • MJT & Associates Financial Advisory first reported a position in A.O. Smith in Q3 2025 and has held it in 5 quarters since.
  • MJT & Associates Financial Advisory's A.O. Smith position peaked at $4.85K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.