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Thompson Investment Management’s A.O. Smith AOS Stock Holding History

Thompson Investment Management’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 		$4.29M Buy
68,401
+12,190
+22% +$739K 0.49% 74
2026
Q1 		$3.71M Buy
56,211
+2,752
+5% +$198K 0.48% 75
2025
Q4 		$3.58M Buy
53,459
+2,449
+5% +$165K 0.45% 74
2025
Q3 		$3.74M Sell
51,010
-827
-2% -$59K 0.5% 67
2025
Q2 		$3.4M Sell
51,837
-697
-1% -$45.6K 0.48% 75
2025
Q1 		$3.43M Buy
52,534
+2,219
+4% +$150K 0.51% 70
2024
Q4 		$3.43M Buy
50,315
+858
+2% +$65K 0.49% 73
2024
Q3 		$4.44M Buy
49,457
+1,236
+3% +$102K 0.63% 64
2024
Q2 		$3.94M Sell
48,221
-782
-2% -$66.2K 0.61% 63
2024
Q1 		$4.38M Sell
49,003
-306
-0.6% -$25.2K 0.66% 59
2023
Q4 		$4.07M Sell
49,309
-3,654
-7% -$269K 0.65% 59
2023
Q3 		$3.5M Sell
52,963
-1,587
-3% -$113K 0.62% 60
2023
Q2 		$3.97M Sell
54,550
-1,516
-3% -$104K 0.64% 61
2023
Q1 		$3.88M Sell
56,066
-1,285
-2% -$83.5K 0.66% 59
2022
Q4 		$3.28M Buy
57,351
+1,534
+3% +$85.8K 0.6% 64
2022
Q3 		$2.71M Buy
55,817
+1,095
+2% +$62.9K 0.53% 72
2022
Q2 		$2.99M Buy
54,722
+290
+0.5% +$17.4K 0.52% 67
2022
Q1 		$3.48M Buy
54,432
+1,602
+3% +$117K 0.51% 71
2021
Q4 		$4.54M Sell
52,830
-1,089
-2% -$83K 0.64% 57
2021
Q3 		$3.29M Buy
53,919
+577
+1% +$40.3K 0.49% 76
2021
Q2 		$3.84M Sell
53,342
-1,030
-2% -$71.1K 0.56% 67
2021
Q1 		$3.68M Sell
54,372
-588
-1% -$35.8K 0.55% 67
2020
Q4 		$3.01M Sell
54,960
-3,488
-6% -$192K 0.51% 73
2020
Q3 		$3.09M Sell
58,448
-3,955
-6% -$197K 0.58% 60
2020
Q2 		$2.94M Sell
62,403
-1,884
-3% -$82.3K 0.57% 60
2020
Q1 		$2.43M Sell
64,287
-520
-0.8% -$22.2K 0.54% 63
2019
Q4 		$3.09M Sell
64,807
-520
-0.8% -$25.2K 0.5% 71
2019
Q3 		$3.12M Buy
65,327
+1,965
+3% +$90.9K 0.61% 68
2019
Q2 		$2.99M Buy
63,362
+1,565
+3% +$76.7K 0.58% 72
2019
Q1 		$3.29M Buy
61,797
+130
+0.2% +$6.46K 0.63% 66
2018
Q4 		$2.63M Buy
61,667
+55,417
+887% +$2.55M 0.62% 66
2018
Q3 		$334K Hold
6,250
– – 0.06% 148
2018
Q2 		$370K Hold
6,250
– – 0.07% 143
2018
Q1 		$397K Hold
6,250
– – 0.07% 142
2017
Q4 		$383K Sell
6,250
-100
-2% -$6.07K 0.07% 140
2017
Q3 		$377K Hold
6,350
– – 0.07% 139
2017
Q2 		$358K Sell
6,350
-625
-9% -$33.7K 0.07% 141
2017
Q1 		$357K Buy
6,975
+2,500
+56% +$124K 0.07% 141
2016
Q4 		$212K Sell
4,475
-525
-11% -$25.3K 0.04% 167
2016
Q3 		$247K Hold
5,000
– – 0.05% 158
2016
Q2 		$220K Buy
+5,000
New +$202K 0.05% 159

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Thompson Investment Management's AOS Position: Q2 2026 in Review

Thompson Investment Management increased its A.O. Smith (AOS) stake by 22% in Q2 2026, buying an estimated $739K and bringing the position to 68,401 shares worth $4.29M. The position accounts for 0.49% of the portfolio, ranked #74.

Thompson Investment Management first reported a position in AOS in Q2 2016 and has held it in 41 quarters since. The position peaked at $4.54M in Q4 2021. 267 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Thompson Investment Management held 68,401 shares of A.O. Smith worth $4.29M as of Q2 2026.
  • Thompson Investment Management bought 12,190 A.O. Smith shares in Q2 2026, an estimated $739K.
  • A.O. Smith made up 0.49% of Thompson Investment Management's portfolio in Q2 2026, its #74 holding.
  • Thompson Investment Management first reported a position in A.O. Smith in Q2 2016 and has held it in 41 quarters since.
  • Thompson Investment Management's A.O. Smith position peaked at $4.54M in Q4 2021.
  • 267 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.