Resources Management Corp’s A.O. Smith AOS Stock Holding History

Resources Management Corp’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	–	Sell	-350	Closed	-$23K	–	204
2026 Q1	$23K	Hold	350	–	–	﹤0.01%	306
2025 Q4	$23K	Hold	350	–	–	﹤0.01%	311
2025 Q3	$26K	Hold	350	–	–	﹤0.01%	288
2025 Q2	$23K	Hold	350	–	–	﹤0.01%	309
2025 Q1	$23K	Hold	350	–	–	﹤0.01%	319
2024 Q4	$24K	Hold	350	–	–	﹤0.01%	315
2024 Q3	$31K	Hold	350	–	–	﹤0.01%	311
2024 Q2	$29K	Hold	350	–	–	﹤0.01%	313
2024 Q1	$31K	Hold	350	–	–	﹤0.01%	309
2023 Q4	$29K	Hold	350	–	–	﹤0.01%	315
2023 Q3	$23K	Hold	350	–	–	﹤0.01%	323
2023 Q2	$25K	Sell	350 -27,555	-99%	-$1.89M	﹤0.01%	320
2023 Q1	$3.9M	Buy	27,905 +27,455	+6,101%	+$1.78M	0.63%	45
2022 Q4	$26K	Sell	450 -200	-31%	-$11.2K	﹤0.01%	328
2022 Q3	$32K	Buy	650 +100	+18%	+$5.74K	0.01%	327
2022 Q2	$30K	Hold	550	–	–	﹤0.01%	335
2022 Q1	$35K	Hold	550	–	–	﹤0.01%	332
2021 Q4	$47K	Hold	550	–	–	0.01%	328
2021 Q3	$34K	Hold	550	–	–	﹤0.01%	340
2021 Q2	$40K	Hold	550	–	–	0.01%	343
2021 Q1	$37K	Hold	550	–	–	0.01%	341
2020 Q4	$30K	Hold	550	–	–	﹤0.01%	339
2020 Q3	$29K	Hold	550	–	–	0.01%	324
2020 Q2	$26K	Hold	550	–	–	0.01%	329
2020 Q1	$21K	Sell	550 -300	-35%	-$12.8K	﹤0.01%	341
2019 Q4	$40K	Hold	850	–	–	0.01%	299
2019 Q3	$41K	Buy	+850	New	+$39.3K	0.01%	313
2018 Q4	$40K	Hold	960	–	–	0.01%	299
2018 Q3	$51K	Buy	+960	New	+$56.4K	0.01%	278

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 $3.37T AUM 44.26% 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

Resources Management Corp's AOS Position: Q2 2026 in Review

Resources Management Corp sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 350 shares — an estimated $23K sold.

Resources Management Corp first reported a position in AOS in Q3 2018 and held it in 29 quarters. The position peaked at $3.9M in Q1 2023. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Resources Management Corp reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 350 A.O. Smith shares in Q2 2026, an estimated $23K.
Resources Management Corp first reported a position in A.O. Smith in Q3 2018 and held it in 29 quarters.
Resources Management Corp's A.O. Smith position peaked at $3.9M in Q1 2023.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.