Salomon & Ludwin’s A.O. Smith AOS Stock Holding History

Salomon & Ludwin’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	-182	Closed	-$11.7K	–	2113
2026 Q1	$11.7K	Hold	182	–	–	﹤0.01%	1442
2025 Q4	$12.5K	Buy	+182	New	+$12.3K	﹤0.01%	1292

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

Salomon & Ludwin's AOS Position: Q2 2026 in Review

Salomon & Ludwin sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 182 shares — an estimated $11.7K sold.

Salomon & Ludwin first reported a position in AOS in Q4 2025 and held it in 2 quarters. The position peaked at $12.5K in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Salomon & Ludwin reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Salomon & Ludwin sold 182 A.O. Smith shares in Q2 2026, an estimated $11.7K.
Salomon & Ludwin first reported a position in A.O. Smith in Q4 2025 and held it in 2 quarters.
Salomon & Ludwin's A.O. Smith position peaked at $12.5K in Q4 2025.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.