Simplex Trading
AOS icon

Simplex Trading’s A.O. Smith AOS Stock Holding History

Simplex Trading’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 		$92.3K Sell
1,400
-400
-22% -$28.8K ﹤0.01% 5179
2025
Q4 		$120K Buy
+1,800
New +$122K ﹤0.01% 4795
2025
Q3 		– Sell
-3,900
Closed -$255K – 8990
2025
Q2 		$255K Buy
3,900
+1,400
+56% +$91.6K ﹤0.01% 4242
2025
Q1 		$163K Sell
2,500
-3,500
-58% -$237K ﹤0.01% 4536
2024
Q4 		$409K Sell
6,000
-2,700
-31% -$204K ﹤0.01% 3751
2024
Q3 		$781K Buy
8,700
+2,500
+40% +$207K ﹤0.01% 3150
2024
Q2 		$507K Sell
6,200
-25,500
-80% -$2.16M ﹤0.01% 3650
2024
Q1 		$2.83M Buy
31,700
+31,000
+4,429% +$2.56M ﹤0.01% 2080
2023
Q4 		$57K Sell
700
-34,900
-98% -$2.57M ﹤0.01% 5951
2023
Q3 		$2.35M Buy
35,600
+15,700
+79% +$1.11M ﹤0.01% 1933
2023
Q2 		$1.45M Sell
19,900
-39,700
-67% -$2.72M ﹤0.01% 2239
2023
Q1 		$4.12M Sell
59,600
-18,800
-24% -$1.22M ﹤0.01% 1431
2022
Q4 		$4.49M Buy
78,400
+34,100
+77% +$1.91M ﹤0.01% 1282
2022
Q3 		$2.15M Buy
44,300
+30,100
+212% +$1.73M ﹤0.01% 1893
2022
Q2 		$776K Buy
14,200
+4,900
+53% +$294K ﹤0.01% 2915
2022
Q1 		$594K Buy
9,300
+7,400
+389% +$539K ﹤0.01% 3614
2021
Q4 		$163K Sell
1,900
-10,800
-85% -$823K ﹤0.01% 5473
2021
Q3 		$915K Sell
12,700
-2,100
-14% -$147K ﹤0.01% 3197
2021
Q2 		$1.07M Buy
14,800
+14,745
+26,809% +$1.02M ﹤0.01% 3015
2021
Q1 		$371K Buy
55
+30
+120% +$1.82K ﹤0.01% 3826
2020
Q4 		$137K Sell
25
-421
-94% -$23.2K ﹤0.01% 5089
2020
Q3 		$2.35M Buy
446
+357
+401% +$17.8K ﹤0.01% 1398
2020
Q2 		$419K Sell
89
-23
-21% -$1K ﹤0.01% 3133
2020
Q1 		$423K Buy
112
+42
+60% +$1.79K ﹤0.01% 2777
2019
Q4 		$333K Buy
70
+62
+775% +$3.01K ﹤0.01% 3170
2019
Q3 		$38K Sell
8
-104
-93% -$4.81K ﹤0.01% 5269
2019
Q2 		$528K Buy
112
+75
+203% +$3.68K ﹤0.01% 2509
2019
Q1 		$197K Buy
37
+9
+32% +$447 ﹤0.01% 3626
2018
Q4 		$119K Buy
+28
New +$1.29K ﹤0.01% 3676
2018
Q3 		– Sell
-11
Closed -$65K – 7345
2018
Q2 		$65K Sell
11
-44
-80% -$2.77K ﹤0.01% 4760
2018
Q1 		$19K Buy
55
+13
+31% +$839 ﹤0.01% 3392
2017
Q4 		$4K Sell
42
-447
-91% -$27.1K ﹤0.01% 4636
2017
Q3 		$192K Buy
489
+280
+134% +$15.7K 0.01% 1212
2017
Q2 		$40K Sell
209
-201
-49% -$10.9K ﹤0.01% 2583
2017
Q1 		$41K Buy
410
+266
+185% +$13.2K ﹤0.01% 2548
2016
Q4 		$17K Sell
144
-196
-58% -$9.45K ﹤0.01% 3167
2016
Q3 		$202K Buy
340
+36
+12% +$1.68K 0.01% 1030
2016
Q2 		$97K Buy
304
+6
+2% +$242 0.01% 1490
2016
Q1 		$58K Buy
298
+280
+1,556% +$9.79K ﹤0.01% 1823
2015
Q4 		$3K Sell
18
-182
-91% -$6.87K ﹤0.01% 4180
2015
Q3 		$27K Buy
200
+50
+33% +$1.71K ﹤0.01% 2483
2015
Q2 		$69K Buy
150
+124
+477% +$4.27K 0.01% 1436
2015
Q1 		$3K Sell
26
-22
-46% -$669 ﹤0.01% 3799
2014
Q4 		$3K Buy
+48
New +$1.25K ﹤0.01% 3419

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

Simplex Trading's AOS Position: Q1 2026 in Review

Simplex Trading sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 3,857 shares — an estimated $278K sold.

Simplex Trading first reported a position in AOS in Q1 2015 and held it in 19 quarters. The position peaked at $663K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Simplex Trading reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 3,857 A.O. Smith shares in Q1 2026, an estimated $278K.
  • Simplex Trading first reported a position in A.O. Smith in Q1 2015 and held it in 19 quarters.
  • Simplex Trading's A.O. Smith position peaked at $663K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.