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 		$541K Sell
8,200
-16,600
-67% -$1.2M ﹤0.01% 3159
2025
Q4 		$1.66M Buy
24,800
+20,500
+477% +$1.39M ﹤0.01% 2133
2025
Q3 		$315K Buy
4,300
+3,600
+514% +$257K ﹤0.01% 4392
2025
Q2 		$45K Sell
700
-5,100
-88% -$334K ﹤0.01% 6015
2025
Q1 		$379K Buy
5,800
+3,200
+123% +$216K ﹤0.01% 3696
2024
Q4 		$177K Sell
2,600
-1,500
-37% -$114K ﹤0.01% 4638
2024
Q3 		$368K Buy
4,100
+700
+21% +$57.9K ﹤0.01% 3918
2024
Q2 		$278K Sell
3,400
-1,200
-26% -$102K ﹤0.01% 4314
2024
Q1 		$411K Buy
4,600
+1,600
+53% +$132K ﹤0.01% 4045
2023
Q4 		$247K Sell
3,000
-6,500
-68% -$479K ﹤0.01% 4440
2023
Q3 		$628K Buy
9,500
+7,700
+428% +$547K ﹤0.01% 3164
2023
Q2 		$131K Sell
1,800
-7,100
-80% -$486K ﹤0.01% 4758
2023
Q1 		$615K Sell
8,900
-4,200
-32% -$273K ﹤0.01% 3057
2022
Q4 		$749K Sell
13,100
-5,200
-28% -$291K ﹤0.01% 2755
2022
Q3 		$889K Buy
18,300
+10,700
+141% +$615K ﹤0.01% 2789
2022
Q2 		$415K Buy
7,600
+6,100
+407% +$366K ﹤0.01% 3680
2022
Q1 		$95K Buy
1,500
+1,000
+200% +$72.8K ﹤0.01% 6220
2021
Q4 		$42K Sell
500
-9,600
-95% -$732K ﹤0.01% 7466
2021
Q3 		$728K Buy
10,100
+1,200
+13% +$83.8K ﹤0.01% 3539
2021
Q2 		$641K Buy
8,900
+8,874
+34,131% +$612K ﹤0.01% 3772
2021
Q1 		$175K Sell
26
-170
-87% -$10.3K ﹤0.01% 4940
2020
Q4 		$1.07M Sell
196
-4
-2% -$220 ﹤0.01% 2459
2020
Q3 		$1.06M Buy
200
+157
+365% +$7.84K ﹤0.01% 2174
2020
Q2 		$202K Sell
43
-54
-56% -$2.36K ﹤0.01% 3986
2020
Q1 		$366K Sell
97
-16
-14% -$682 ﹤0.01% 2928
2019
Q4 		$538K Sell
113
-70
-38% -$3.39K ﹤0.01% 2671
2019
Q3 		$873K Sell
183
-9
-5% -$416 ﹤0.01% 2065
2019
Q2 		$905K Sell
192
-336
-64% -$16.5K ﹤0.01% 1989
2019
Q1 		$2.81M Sell
528
-146
-22% -$7.26K 0.01% 1077
2018
Q4 		$2.88M Buy
674
+564
+513% +$25.9K 0.01% 868
2018
Q3 		$587K Buy
110
+92
+511% +$5.4K ﹤0.01% 2462
2018
Q2 		$106K Sell
18
-23
-56% -$1.45K ﹤0.01% 4221
2018
Q1 		$1K Buy
41
+26
+173% +$1.68K ﹤0.01% 5521
2017
Q4 		$2K Buy
+15
New +$910 ﹤0.01% 5108
2017
Q3 		– Sell
-56
Closed -$1K – 5837
2017
Q2 		$1K Sell
56
-8
-13% -$432 ﹤0.01% 5501
2017
Q1 		$10K Sell
64
-242
-79% -$12K ﹤0.01% 3944
2016
Q4 		$6K Buy
306
+234
+325% +$11.3K ﹤0.01% 4153
2016
Q3 		$1K Sell
72
-24
-25% -$1.12K ﹤0.01% 5228
2016
Q2 		$16K Sell
96
-158
-62% -$6.38K ﹤0.01% 3079
2016
Q1 		$16K Buy
254
+28
+12% +$979 ﹤0.01% 2988
2015
Q4 		$7K Buy
226
+20
+10% +$755 ﹤0.01% 3587
2015
Q3 		$52K Buy
+206
New +$7.04K ﹤0.01% 1962
2015
Q2 		– Sell
-38
Closed -$1K – 5121
2015
Q1 		$1K Buy
+38
New +$1.16K ﹤0.01% 4376

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.