Smith Shellnut Wilson’s A.O. Smith AOS Stock Holding History

Smith Shellnut Wilson’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
2025 Q1	–	Sell	-3,016	Closed	-$206K	–	141
2024 Q4	$206K	Sell	3,016 -79	-3%	-$5.98K	0.09%	143
2024 Q3	$278K	Sell	3,095 -3	-0.1%	-$248	0.13%	115
2024 Q2	$253K	Hold	3,098	–	–	0.12%	118
2024 Q1	$277K	Hold	3,098	–	–	0.15%	105
2023 Q4	$255K	Sell	3,098 -1,313	-30%	-$96.8K	0.15%	110
2023 Q3	$292K	Hold	4,411	–	–	0.18%	99
2023 Q2	$321K	Sell	4,411 -31	-0.7%	-$2.12K	0.18%	98
2023 Q1	$307K	Sell	4,442 -120	-3%	-$7.8K	0.19%	94
2022 Q4	$261K	Buy	4,562 +22	+0.5%	+$1.23K	0.16%	107
2022 Q3	$221K	Buy	4,540 +38	+0.8%	+$2.18K	0.15%	113
2022 Q2	$246K	Sell	4,502 -507	-10%	-$30.4K	0.15%	110
2022 Q1	$320K	Buy	5,009 +128	+3%	+$9.31K	0.17%	106
2021 Q4	$419K	Buy	4,881 +113	+2%	+$8.61K	0.21%	92
2021 Q3	$291K	Buy	4,768 +63	+1%	+$4.4K	0.17%	112
2021 Q2	$339K	Sell	4,705 -233	-5%	-$16.1K	0.2%	95
2021 Q1	$334K	Buy	4,938 +152	+3%	+$9.24K	0.2%	91
2020 Q4	$262K	Buy	4,786 +945	+25%	+$52.1K	0.16%	106
2020 Q3	$203K	Buy	+3,841	New	+$192K	0.08%	119
2020 Q1	–	Sell	-4,640	Closed	-$221K	–	125
2019 Q4	$221K	Hold	4,640	–	–	0.15%	118
2019 Q3	$221K	Buy	+4,640	New	+$215K	0.16%	114
2019 Q2	–	Sell	-3,979	Closed	-$212K	–	129
2019 Q1	$212K	Buy	+3,979	New	+$198K	0.17%	123
2018 Q4	–	Sell	-3,979	Closed	-$212K	–	113
2018 Q3	$212K	Buy	+3,979	New	+$234K	0.19%	111
2018 Q1	$253K	Buy	+3,979	New	+$257K	0.22%	97

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Smith Shellnut Wilson's AOS Position: Q1 2025 in Review

Smith Shellnut Wilson sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 3,016 shares — an estimated $206K sold.

Smith Shellnut Wilson first reported a position in AOS in Q1 2018 and held it in 23 quarters. The position peaked at $419K in Q4 2021. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

Smith Shellnut Wilson reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
Smith Shellnut Wilson sold 3,016 A.O. Smith shares in Q1 2025, an estimated $206K.
Smith Shellnut Wilson first reported a position in A.O. Smith in Q1 2018 and held it in 23 quarters.
Smith Shellnut Wilson's A.O. Smith position peaked at $419K in Q4 2021.
657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Smith Shellnut Wilson's 13F filing for Q1 2025, filed 17 Apr 2025.