CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in AOS — Smith A O Corp
CIK 1766904
RICHMOND, VA
Position in AOS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$226,605
-$14,470 QoQ
Shares Held
3,613
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#438
of 610 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $4,798,715 across 16 Specialty Industrial Machinery names. AOS ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
2,806 | $1,195,686 | |
| 2 | GEV |
GE Vernova Inc.
|
860 | $1,010,376 | |
| 3 | EMR |
Emerson Electric Co
|
3,583 | $512,901 | |
| 4 | ITW |
Illinois Tool Works Inc
|
1,318 | $356,475 | |
| 5 | PH |
Parker-Hannifin Corp
|
361 | $353,095 | |
| 6 | CMI |
Cummins Inc
|
473 | $337,343 | |
| 7 | AOS |
Smith A O Corp
This page
|
3,613 | $226,605 | |
| 8 | AME |
Ametek Inc/
|
892 | $215,804 |
All Filings in AOS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,605 | 3,613 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $241,075 | 3,656 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $211,271 | 3,159 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $178,311 | 2,429 | Shares | Other | 2025-11-10 | |
| 2023-09-30 | $16,532 | 250 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,195 | 250 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $17,287 | 250 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,310 | 250 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||