AOS — A. O. SMITH

Ownership history in S&CO INC  ·  4 quarters on record

This page tracks every 13F SEC filing in which S&CO INC reported a position in A. O. SMITH (AOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q1)
Avg. % of fund
0.01%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,990 +590 +24.6% 0.01% $219K $72.65
2024 Q3 UNCHANGED 2,400 — 0% 0.01% $215K $87.19
2024 Q1 UNCHANGED 2,400 — 0% 0.02% $214K $86.18
2021 Q4 INITIATED 2,400 — — 0.01% $206K $79.39
% of Fund (quarterly)    AOS price (monthly, adj. close)

Other funds also holding AOS

As of 2025 Q4 — sorted by position size

Impax Asset Management Group plc 3Y 7Y 1.95% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.71% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 1.2% Hunter Perkins Capital Management, LLC 3Y 1.19% BERKSHIRE ASSET MANAGEMENT LLC/PA 3Y 7Y 1.14% Atwater Malick LLC 3Y 7Y 1.11% Madison Asset Management, LLC 3Y 0.93% Sarasin & Partners LLP 3Y 7Y 0.92% Foyston, Gordon & Payne Inc 3Y 7Y 0.86% Eukles Asset Management 3Y 7Y 0.76%
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