Legacy Capital Wealth Partners, LLC

Position in AOS — Smith A O Corp

CIK 1766228 LITTLE ROCK, AR

Position in AOS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$262,169

+$1,179 QoQ

Shares Held

4,180

+5.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#421

of 610 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Legacy Capital Wealth Partners, LLC holds $5,825,465 across 6 Specialty Industrial Machinery names. AOS ranks #6 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc.	63,513	$2,854,909
2	PH	Parker-Hannifin Corp	1,108	$1,083,756
3	ETN	Eaton Corp plc	1,843	$785,339
4	OTIS	Otis Worldwide Corp	6,247	$447,285
5	NPO	Enpro Inc.	1,040	$392,007
6	AOS	Smith A O Corp This page	4,180	$262,169

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,169	4,180	+5.6%	Shares	Sole	2026-08-12
2026-03-31	$260,990	3,958	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$265,914	3,976	+2.3%	Shares	Sole	2026-01-16
2025-09-30	$285,344	3,887	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$260,444	3,972	+4.5%	Shares	Sole	2025-08-13
2025-03-31	$248,433	3,801	+56.0%	Shares	Sole	2025-05-02
2024-09-30	$218,915	2,437	-12.4%	Shares	Sole	2024-11-04
2024-06-30	$227,511	2,782	-0.6%	Shares	Sole	2024-08-02
2023-12-31	$230,832	2,800	—	Shares	Sole	2024-02-05
No filing history on record for this holder in this stock.