Oakmont Advisory Group’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
Q2
$352K Buy
5,617
+1,342
+31% +$81.3K 0.3% 94
2026
Q1
$282K Buy
+4,275
New +$308K 0.29% 109

Other funds holding AOS

Oakmont Advisory Group's AOS Position: Q2 2026 in Review

Oakmont Advisory Group increased its A.O. Smith (AOS) stake by 31% in Q2 2026, buying an estimated $81.3K and bringing the position to 5,617 shares worth $352K. The position accounts for 0.3% of the portfolio, ranked #94.

Oakmont Advisory Group first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Oakmont Advisory Group held 5,617 shares of A.O. Smith worth $352K as of Q2 2026.
  • Oakmont Advisory Group bought 1,342 A.O. Smith shares in Q2 2026, an estimated $81.3K.
  • A.O. Smith made up 0.3% of Oakmont Advisory Group's portfolio in Q2 2026, its #94 holding.
  • Oakmont Advisory Group first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.