Position in AOS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$13,998,853
-$1,180,007 QoQ
Shares Held
223,196
-3.0% QoQ
Ownership
0.164%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#82
of 610 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $66,577,935 across 47 Specialty Industrial Machinery names. AOS ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
48,850 | $20,815,962 | |
| 2 | AOS |
Smith A O Corp
This page
|
223,196 | $13,998,853 | |
| 3 | XYL |
Xylem Inc.
|
109,337 | $12,924,726 | |
| 4 | CMI |
Cummins Inc
|
10,033 | $7,155,635 | |
| 5 | EMR |
Emerson Electric Co
|
49,783 | $7,126,436 | |
| 6 | GEV |
GE Vernova Inc.
|
1,170 | $1,374,586 | |
| 7 | ROK |
Rockwell Automation, Inc
|
2,314 | $1,145,615 | |
| 8 | PH |
Parker-Hannifin Corp
|
568 | $555,572 |
All Filings in AOS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,998,853 | 223,196 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $15,178,860 | 230,192 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $15,130,998 | 226,241 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $17,358,602 | 236,461 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $15,356,625 | 234,202 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $14,860,641 | 227,366 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $14,545,918 | 213,252 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $18,986,558 | 211,361 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $16,556,851 | 202,456 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $18,006,598 | 201,281 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $16,065,330 | 194,873 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $12,929,208 | 195,512 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $13,929,946 | 191,398 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $12,966,593 | 187,514 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $10,096,105 | 176,382 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $8,286,873 | 170,582 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $8,739,668 | 159,833 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $8,949,072 | 140,070 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $10,772,114 | 125,476 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,887,718 | 112,784 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,821,127 | 94,659 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,425,567 | 80,248 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,189,811 | 58,187 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $398,587 | 7,549 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||