Legacy Capital Wealth Partners, LLC

Position in AOS — Smith A O Corp

CIK 1766228 LITTLE ROCK, AR

Position in AOS

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$260,990

-$4,924 QoQ

Shares Held

3,958

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Legacy Capital Wealth Partners, LLC holds $5,204,751 across 6 Specialty Industrial Machinery names. AOS ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc.	52,505	$2,793,266
2	PH	Parker-Hannifin Corp	1,049	$939,106
3	ETN	Eaton Corp plc	1,993	$712,836
4	AOS	Smith A O Corp This page	3,958	$260,990
5	NPO	Enpro Inc.	1,036	$259,673
6	CMI	Cummins Inc	444	$238,880

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.