Stanley-Laman Group’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.71M | Buy |
41,142
+1,431
| +4% | +$103K | 0.33% | 112 |
|
|
2025
Q4 | $2.66M | Buy |
39,711
+1,408
| +4% | +$95.1K | 0.34% | 109 |
|
|
2025
Q3 | $2.81M | Sell |
38,303
-1,136
| -3% | -$81.1K | 0.4% | 97 |
|
|
2025
Q2 | $2.59M | Sell |
39,439
-3,550
| -8% | -$232K | 0.38% | 116 |
|
|
2025
Q1 | $2.81M | Sell |
42,989
-2,052
| -5% | -$139K | 0.43% | 105 |
|
|
2024
Q4 | $3.07M | Buy |
45,041
+26
| +0.1% | +$1.97K | 0.43% | 104 |
|
|
2024
Q3 | $4.04M | Sell |
45,015
-1,349
| -3% | -$112K | 0.57% | 76 |
|
|
2024
Q2 | $3.79M | Sell |
46,364
-1,817
| -4% | -$154K | 0.54% | 81 |
|
|
2024
Q1 | $4.31M | Sell |
48,181
-205
| -0.4% | -$16.9K | 0.6% | 65 |
|
|
2023
Q4 | $3.99M | Sell |
48,386
-628
| -1% | -$46.3K | 0.61% | 54 |
|
|
2023
Q3 | $3.24M | Sell |
49,014
-2,263
| -4% | -$161K | 0.55% | 79 |
|
|
2023
Q2 | $3.73M | Sell |
51,277
-511
| -1% | -$35K | 0.62% | 62 |
|
|
2023
Q1 | $3.58M | Sell |
51,788
-870
| -2% | -$56.5K | 0.64% | 60 |
|
|
2022
Q4 | $3.01M | Sell |
52,658
-1,058
| -2% | -$59.1K | 0.57% | 73 |
|
|
2022
Q3 | $2.61M | Buy |
53,716
+982
| +2% | +$56.4K | 0.5% | 85 |
|
|
2022
Q2 | $2.88M | Buy |
52,734
+1,324
| +3% | +$79.4K | 0.51% | 76 |
|
|
2022
Q1 | $3.29M | Buy |
51,410
+3,585
| +7% | +$261K | 0.45% | 76 |
|
|
2021
Q4 | $4.11M | Buy |
47,825
+8,939
| +23% | +$681K | 0.48% | 51 |
|
|
2021
Q3 | $2.38M | Buy |
38,886
+3,251
| +9% | +$227K | 0.31% | 94 |
|
|
2021
Q2 | $2.57M | Buy |
35,635
+2,005
| +6% | +$138K | 0.37% | 75 |
|
|
2021
Q1 | $2.27M | Buy |
33,630
+2,317
| +7% | +$141K | 0.38% | 73 |
|
|
2020
Q4 | $1.72M | Buy |
+31,313
| New | +$1.73M | 0.3% | 99 |
|
|
2016
Q1 | – | Sell |
-17,852
| Closed | -$684K | – | 295 |
|
|
2015
Q4 | $684K | Buy |
17,852
+1,928
| +12% | +$72.7K | 0.12% | 192 |
|
|
2015
Q3 | $519K | Buy |
+15,924
| New | +$544K | 0.11% | 193 |
|
Other funds holding AOS
VCM
VPM
