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LBMC INVESTMENT ADVISORS, LLC

Position in AOS — Smith A O Corp

CIK 1536924 BRENTWOOD, TN

Position in AOS

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$3,489,412
-$49,743 QoQ
Shares Held
52,918
0.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Mar 31, 2026

LBMC INVESTMENT ADVISORS, LLC holds $8,979,073 across 4 Specialty Industrial Machinery names. AOS ranks #2 (38.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AOS
Smith A O Corp
This page
52,918 $3,489,412

All Filings in AOS

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,489,412 52,918
2025-12-31 $3,539,155 52,918
2025-09-30 $3,884,710 52,918
2025-06-30 $3,469,833 52,918
2025-03-31 $3,458,720 52,918
2024-12-31 $3,997,378 58,604
2024-09-30 $5,297,993 58,978
2024-06-30 $4,821,339 58,955
2024-03-31 $5,272,325 58,935
2023-12-31 $4,856,705 58,912
2023-09-30 $3,894,329 58,889
2023-06-30 $4,284,194 58,865
2023-03-31 $4,068,855 58,841
2022-12-31 $3,172,984 55,433
2022-09-30 $2,679,672 55,160
2022-06-30 $3,003,189 54,923
2022-03-31 $3,995,872 62,543
2021-12-31 $5,348,798 62,304
2021-09-30 $30,535 500
2021-06-30 $4,894,603 67,924
2021-03-31 $4,570,909 67,607
2020-12-31 $3,690,043 67,312
2020-09-30 $3,040,224 57,580
2020-06-30 $2,700,164 57,304
2020-03-31 $2,154,640 56,986