Wellington Management 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 | $21.9M | Sell |
332,404
-12,513
| -4% | -$902K | ﹤0.01% | 968 |
|
|
2025
Q4 | $23.1M | Buy |
+344,917
| New | +$23.3M | ﹤0.01% | 984 |
|
|
2024
Q4 | – | Sell |
-144,117
| Closed | -$12.9M | – | 1940 |
|
|
2024
Q3 | $12.9M | Sell |
144,117
-343,102
| -70% | -$28.4M | ﹤0.01% | 1094 |
|
|
2024
Q2 | $39.8M | Sell |
487,219
-77,140
| -14% | -$6.53M | 0.01% | 757 |
|
|
2024
Q1 | $50.5M | Buy |
564,359
+102,507
| +22% | +$8.45M | 0.01% | 702 |
|
|
2023
Q4 | $38.1M | Buy |
461,852
+140,685
| +44% | +$10.4M | 0.01% | 782 |
|
|
2023
Q3 | $21.2M | Sell |
321,167
-717,847
| -69% | -$51M | ﹤0.01% | 924 |
|
|
2023
Q2 | $75.6M | Sell |
1,039,014
-35,218
| -3% | -$2.41M | 0.01% | 618 |
|
|
2023
Q1 | $74.3M | Buy |
1,074,232
+696,773
| +185% | +$45.3M | 0.01% | 604 |
|
|
2022
Q4 | $21.6M | Buy |
377,459
+365,690
| +3,107% | +$20.4M | ﹤0.01% | 896 |
|
|
2022
Q3 | $572K | Buy |
+11,769
| New | +$676K | ﹤0.01% | 1764 |
|
|
2022
Q2 | – | Sell |
-10,525
| Closed | -$672K | – | 2070 |
|
|
2022
Q1 | $672K | Buy |
+10,525
| New | +$766K | ﹤0.01% | 1812 |
|
|
2021
Q2 | – | Sell |
-8,036
| Closed | -$543K | – | 2126 |
|
|
2021
Q1 | $543K | Sell |
8,036
-73,556
| -90% | -$4.47M | ﹤0.01% | 1836 |
|
|
2020
Q4 | $4.47M | Sell |
81,592
-44,247
| -35% | -$2.44M | ﹤0.01% | 1342 |
|
|
2020
Q3 | $6.64M | Sell |
125,839
-172,492
| -58% | -$8.61M | ﹤0.01% | 1204 |
|
|
2020
Q2 | $14.1M | Sell |
298,331
-130,268
| -30% | -$5.69M | ﹤0.01% | 1000 |
|
|
2020
Q1 | $16.2M | Sell |
428,599
-35,335
| -8% | -$1.51M | ﹤0.01% | 927 |
|
|
2019
Q4 | $22.1M | Sell |
463,934
-30,604
| -6% | -$1.48M | ﹤0.01% | 957 |
|
|
2019
Q3 | $23.6M | Buy |
494,538
+317,421
| +179% | +$14.7M | 0.01% | 920 |
|
|
2019
Q2 | $8.35M | Buy |
177,117
+139,279
| +368% | +$6.83M | ﹤0.01% | 1263 |
|
|
2019
Q1 | $2.02M | Buy |
37,838
+249
| +0.7% | +$12.4K | ﹤0.01% | 1615 |
|
|
2018
Q4 | $1.6M | Buy |
37,589
+21,456
| +133% | +$987K | ﹤0.01% | 1698 |
|
|
2018
Q3 | $862K | Buy |
16,133
+271
| +2% | +$15.9K | ﹤0.01% | 1914 |
|
|
2018
Q2 | $938K | Sell |
15,862
-2,604
| -14% | -$164K | ﹤0.01% | 1900 |
|
|
2018
Q1 | $1.17M | Buy |
18,466
+4,962
| +37% | +$320K | ﹤0.01% | 1866 |
|
|
2017
Q4 | $828K | Sell |
13,504
-125,556
| -90% | -$7.62M | ﹤0.01% | 1939 |
|
|
2017
Q3 | $8.27M | Sell |
139,060
-380
| -0.3% | -$21.3K | ﹤0.01% | 1329 |
|
|
2017
Q2 | $7.86M | Buy |
139,440
+2,334
| +2% | +$126K | ﹤0.01% | 1292 |
|
|
2017
Q1 | $7.01M | Buy |
137,106
+3,092
| +2% | +$153K | ﹤0.01% | 1340 |
|
|
2016
Q4 | $6.35M | Sell |
134,014
-7,242
| -5% | -$349K | ﹤0.01% | 1330 |
|
|
2016
Q3 | $6.98M | Buy |
141,256
+9,862
| +8% | +$461K | ﹤0.01% | 1284 |
|
|
2016
Q2 | $5.79M | Buy |
131,394
+14,818
| +13% | +$598K | ﹤0.01% | 1294 |
|
|
2016
Q1 | $4.45M | Sell |
116,576
-135,308
| -54% | -$4.73M | ﹤0.01% | 1391 |
|
|
2015
Q4 | $9.65M | Buy |
251,884
+190,446
| +310% | +$7.19M | ﹤0.01% | 1174 |
|
|
2015
Q3 | $2M | Sell |
61,438
-501,578
| -89% | -$17.1M | ﹤0.01% | 1630 |
|
|
2015
Q2 | $20.3M | Sell |
563,016
-86,016
| -13% | -$2.96M | 0.01% | 1015 |
|
|
2015
Q1 | $21.3M | Buy |
649,032
+55,970
| +9% | +$1.7M | 0.01% | 1023 |
|
|
2014
Q4 | $16.7M | Buy |
593,062
+112,714
| +23% | +$2.94M | ﹤0.01% | 1096 |
|
|
2014
Q3 | $11.4M | Sell |
480,348
-18,302
| -4% | -$444K | ﹤0.01% | 1205 |
|
|
2014
Q2 | $12.4M | Sell |
498,650
-18,482
| -4% | -$444K | ﹤0.01% | 1193 |
|
|
2014
Q1 | $11.9M | Sell |
517,132
-79,196
| -13% | -$1.93M | ﹤0.01% | 1193 |
|
|
2013
Q4 | $16.1M | Sell |
596,328
-16,432
| -3% | -$421K | ﹤0.01% | 1084 |
|
|
2013
Q3 | $13.8M | Sell |
612,760
-592,000
| -49% | -$12.4M | ﹤0.01% | 1116 |
|
|
2013
Q2 | $21.9M | Buy |
+1,204,760
| New | +$22.5M | 0.01% | 946 |
|
Other funds holding AOS
VCM
VPM
Wellington Management Group's AOS Position: Q1 2026 in Review
Wellington Management Group reduced its A.O. Smith (AOS) stake by 3.6% in Q1 2026, selling an estimated $902K and leaving 332,404 shares worth $21.9M. The position accounts for ﹤0.01% of the portfolio, ranked #968.
Wellington Management Group first reported a position in AOS in Q2 2013 and has held it in 44 quarters since. The position peaked at $75.6M in Q2 2023. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Wellington Management Group held 332,404 shares of A.O. Smith worth $21.9M as of Q1 2026.
- Wellington Management Group sold 12,513 A.O. Smith shares in Q1 2026, an estimated $902K.
- A.O. Smith made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #968 holding.
- Wellington Management Group first reported a position in A.O. Smith in Q2 2013 and has held it in 44 quarters since.
- Wellington Management Group's A.O. Smith position peaked at $75.6M in Q2 2023.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.