Simmons Bank’s A.O. Smith AOS Stock Holding History

Simmons Bank’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	$282K	Hold	4,500	–	–	0.02%	331
2026 Q1	$297K	Hold	4,500	–	–	0.02%	302
2025 Q4	$301K	Sell	4,500 -2,700	-38%	-$182K	0.02%	294
2025 Q3	$529K	Hold	7,200	–	–	0.04%	234
2025 Q2	$472K	Hold	7,200	–	–	0.03%	245
2025 Q1	$471K	Hold	7,200	–	–	0.04%	241
2024 Q4	$491K	Hold	7,200	–	–	0.04%	236
2024 Q3	$647K	Hold	7,200	–	–	0.05%	212
2024 Q2	$589K	Sell	7,200 -10	-0.1%	-$846	0.04%	221
2024 Q1	$645K	Hold	7,210	–	–	0.05%	216
2023 Q4	$594K	Hold	7,210	–	–	0.05%	221
2023 Q3	$477K	Hold	7,210	–	–	0.04%	234
2023 Q2	$525K	Hold	7,210	–	–	0.04%	231
2023 Q1	$499K	Hold	7,210	–	–	0.04%	242
2022 Q4	$413K	Hold	7,210	–	–	0.04%	262
2022 Q3	$350K	Hold	7,210	–	–	0.03%	274
2022 Q2	$394K	Buy	7,210 +10	+0.1%	+$600	0.03%	268
2022 Q1	$460K	Hold	7,200	–	–	0.03%	274
2021 Q4	$618K	Hold	7,200	–	–	0.04%	263
2021 Q3	$440K	Hold	7,200	–	–	0.03%	292
2021 Q2	$519K	Hold	7,200	–	–	0.04%	273
2021 Q1	$487K	Sell	7,200 -79	-1%	-$4.8K	0.04%	275
2020 Q4	$399K	Buy	7,279 +79	+1%	+$4.36K	0.03%	284
2020 Q3	$380K	Hold	7,200	–	–	0.03%	277
2020 Q2	$339K	Buy	+7,200	New	+$314K	0.03%	288

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

Simmons Bank's AOS Position: Q2 2026 in Review

Simmons Bank held its A.O. Smith (AOS) position steady in Q2 2026 at 4,500 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #331.

Simmons Bank first reported a position in AOS in Q2 2020 and has held it in 25 quarters since. The position peaked at $647K in Q3 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Simmons Bank held 4,500 shares of A.O. Smith worth $282K as of Q2 2026.
Simmons Bank left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up 0.02% of Simmons Bank's portfolio in Q2 2026, its #331 holding.
Simmons Bank first reported a position in A.O. Smith in Q2 2020 and has held it in 25 quarters since.
Simmons Bank's A.O. Smith position peaked at $647K in Q3 2024.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.