Wedmont Private Capital’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
Q2
Sell
-4,061
Closed -$271K 955
2026
Q1
$271K Buy
4,061
+629
+18% +$45.3K 0.01% 700
2025
Q4
$230K Buy
3,432
+60
+2% +$4.05K 0.01% 734
2025
Q3
$241K Sell
3,372
-84
-2% -$6K 0.01% 684
2025
Q2
$240K Buy
3,456
+230
+7% +$15K 0.01% 658
2025
Q1
$208K Buy
+3,226
New +$218K 0.01% 647
2024
Q4
Sell
-3,011
Closed -$265K 704
2024
Q3
$265K Sell
3,011
-14
-0.5% -$1.16K 0.02% 547
2024
Q2
$266K Buy
3,025
+270
+10% +$22.9K 0.02% 534
2024
Q1
$238K Buy
2,755
+91
+3% +$7.5K 0.02% 513
2023
Q4
$211K Buy
+2,664
New +$196K 0.02% 519

Other funds holding AOS

Wedmont Private Capital's AOS Position: Q2 2026 in Review

Wedmont Private Capital sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 4,061 shares — an estimated $271K sold.

Wedmont Private Capital first reported a position in AOS in Q4 2023 and held it in 9 quarters. The position peaked at $271K in Q1 2026. 308 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Wedmont Private Capital reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 4,061 A.O. Smith shares in Q2 2026, an estimated $271K.
  • Wedmont Private Capital first reported a position in A.O. Smith in Q4 2023 and held it in 9 quarters.
  • Wedmont Private Capital's A.O. Smith position peaked at $271K in Q1 2026.
  • 308 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.