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Polymer Capital Management’s A.O. Smith AOS Stock Holding History

Polymer Capital Management’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
Q1 		$246K Buy
+3,727
New +$269K 0.02% 685
2025
Q4 		– Sell
-5,265
Closed -$387K – 758
2025
Q3 		$387K Buy
5,265
+382
+8% +$27.3K 0.04% 481
2025
Q2 		$320K Buy
+4,883
New +$319K 0.04% 411

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polymer Capital Management's AOS Position: Q1 2026 in Review

Polymer Capital Management opened a new position in A.O. Smith (AOS) in Q1 2026: 3,727 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #685 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in AOS as recently as Q3 2025.

Polymer Capital Management first reported a position in AOS in Q2 2025 and has held it in 3 quarters since. The position peaked at $387K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Polymer Capital Management held 3,727 shares of A.O. Smith worth $246K as of Q1 2026.
  • A.O. Smith was a new Polymer Capital Management position in Q1 2026.
  • A.O. Smith made up 0.02% of Polymer Capital Management's portfolio in Q1 2026, its #685 holding.
  • Polymer Capital Management first reported a position in A.O. Smith in Q2 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's A.O. Smith position peaked at $387K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.