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SlateStone Wealth, LLC

Position in AOS — Smith A O Corp

CIK 1764049 JUPITER, FL

Position in AOS

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$861,772
-$27,758 QoQ
Shares Held
13,740
+1.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#289
of 610 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026

SlateStone Wealth, LLC holds $15,230,495 across 9 Specialty Industrial Machinery names. AOS ranks #8 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 AOS
Smith A O Corp
This page
13,740 $861,772

All Filings in AOS

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $861,772 13,740
2026-03-31 $889,530 13,490
2025-12-31 $840,347 12,565
2025-09-30 $922,396 12,565
2025-06-30 $827,165 12,615
2025-03-31 $824,516 12,615
2024-12-31 $860,469 12,615
2024-09-30 $1,095,027 12,190
2024-06-30 $996,898 12,190
2024-03-31 $1,111,451 12,424