Welch & Forbes LLC

Position in AOS — Smith A O Corp

CIK 105495 Boston, MA

Position in AOS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$33,380,148

-$4,850,545 QoQ

Shares Held

532,209

-8.2% QoQ

Ownership

0.392%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#46

of 610 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Industrials · as of Jun 30, 2026

Welch & Forbes LLC holds $201,408,897 across 14 Specialty Industrial Machinery names. AOS ranks #2 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	395,967	$46,807,259
2	AOS	Smith A O Corp This page	532,209	$33,380,148
3	DOV	DOVER Corp	142,893	$32,048,042
4	CMI	Cummins Inc	41,387	$29,517,622
5	OTIS	Otis Worldwide Corp	238,066	$17,045,525
6	EMR	Emerson Electric Co	111,601	$15,975,683
7	GEV	GE Vernova Inc.	10,672	$12,538,105
8	ITW	Illinois Tool Works Inc	22,109	$5,979,821

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,380,148	532,209	-8.2%	Shares	Sole	2026-07-30
2026-03-31	$38,230,693	579,780	-1.0%	Shares	Sole	2026-05-01
2025-12-31	$39,179,440	585,817	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$43,701,633	595,309	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$39,095,719	596,244	+0.6%	Shares	Sole	2025-08-05
2025-03-31	$38,757,238	592,981	+4.3%	Shares	Sole	2025-05-02
2024-12-31	$38,785,092	568,613	+0.4%	Shares	Sole	2025-02-07
2024-09-30	$50,879,981	566,403	+1.5%	Shares	Sole	2024-11-04
2024-06-30	$45,635,039	558,022	+0.2%	Shares	Sole	2024-08-02
2024-03-31	$49,811,864	556,806	+1.2%	Shares	Sole	2024-05-03
2023-12-31	$45,354,366	550,150	+0.3%	Shares	Sole	2024-02-06
2023-09-30	$36,254,912	548,237	+1.1%	Shares	Sole	2023-11-03
2023-06-30	$39,473,615	542,369	+0.7%	Shares	Sole	2023-07-28
2023-03-31	$37,227,594	538,360	+2.8%	Shares	Sole	2023-04-14
2022-12-31	$29,980,652	523,771	+2.1%	Shares	Sole	2023-02-02
2022-09-30	$24,927,709	513,127	+12.9%	Shares	Sole	2022-10-31
2022-06-30	$24,852,934	454,516	+39.4%	Shares	Sole	2022-07-22
2022-03-31	$20,835,423	326,114	+11.7%	Shares	Sole	2022-04-25
2021-12-31	$25,074,552	292,074	+5.7%	Shares	Sole	2022-01-19
2021-09-30	$16,878,282	276,376	+11.6%	Shares	Sole	2021-10-13
2021-06-30	$17,843,641	247,622	+8.7%	Shares	Sole	2021-07-22
2021-03-31	$15,408,724	227,906	+16.7%	Shares	Sole	2021-04-14
2020-12-31	$10,708,703	195,343	+204.9%	Shares	Sole	2021-01-20
2020-09-30	$3,383,054	64,073	+295.7%	Shares	Sole	2020-10-23
2020-06-30	$763,061	16,194	—	Shares	Sole	2020-07-15
No filing history on record for this holder in this stock.