Wilmington Savings Fund Society’s A.O. Smith AOS Stock Holding History

Wilmington Savings Fund Society’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	$1.08M	Hold	17,148	–	–	0.02%	308
2026 Q1	$1.13M	Hold	17,148	–	–	0.03%	301
2025 Q4	$1.15M	Sell	17,148 -1,500	-8%	-$101K	0.03%	292
2025 Q3	$1.37M	Sell	18,648 -196	-1%	-$14K	0.03%	270
2025 Q2	$1.24M	Buy	18,844 +48	+0.3%	+$3.14K	0.02%	388
2025 Q1	$1.23M	Buy	18,796 +31	+0.2%	+$2.1K	0.02%	383
2024 Q4	$1.28M	Sell	18,765 -450	-2%	-$34.1K	0.02%	381
2024 Q3	$1.73M	Buy	+19,215	New	+$1.59M	0.03%	331
2022 Q1	–	Sell	-3,039	Closed	-$261K	–	377
2021 Q4	$261K	Buy	+3,039	New	+$232K	0.01%	344
2021 Q3	–	Sell	-3,039	Closed	-$219K	–	391
2021 Q2	$219K	Sell	3,039 -61	-2%	-$4.21K	0.01%	370
2021 Q1	$210K	Buy	+3,100	New	+$189K	0.01%	355

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

Wilmington Savings Fund Society's AOS Position: Q2 2026 in Review

Wilmington Savings Fund Society held its A.O. Smith (AOS) position steady in Q2 2026 at 17,148 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #308.

Wilmington Savings Fund Society first reported a position in AOS in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.73M in Q3 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Wilmington Savings Fund Society held 17,148 shares of A.O. Smith worth $1.08M as of Q2 2026.
Wilmington Savings Fund Society left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up 0.02% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #308 holding.
Wilmington Savings Fund Society first reported a position in A.O. Smith in Q1 2021 and has held it in 11 quarters since.
Wilmington Savings Fund Society's A.O. Smith position peaked at $1.73M in Q3 2024.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.