RMR Wealth Builders

Position in AOS — Smith A O Corp

CIK 1803848 Montclair, NJ

Position in AOS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$293,090

-$16,234 QoQ

Shares Held

4,673

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#409

of 610 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

RMR Wealth Builders holds $2,611,026 across 5 Specialty Industrial Machinery names. AOS ranks #5 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	819	$962,210
2	ETN	Eaton Corp plc	1,244	$530,093
3	MIDD	MIDDLEBY Corp	3,564	$493,152
4	IEX	Idex Corp /De/	1,465	$332,481
5	AOS	Smith A O Corp This page	4,673	$293,090

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,090	4,673	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$309,324	4,691	0.0%	Shares	Sole	2026-04-22
2025-12-31	$313,734	4,691	0.0%	Shares	Sole	2026-01-29
2025-09-30	$344,366	4,691	+0.4%	Shares	Sole	2025-11-05
2025-06-30	$306,277	4,671	-4.6%	Shares	Sole	2025-07-08
2025-03-31	$320,133	4,898	+4.5%	Shares	Sole	2025-04-16
2024-12-31	$319,836	4,689	+0.4%	Shares	Sole	2025-01-14
2024-09-30	$419,595	4,671	0.0%	Shares	Sole	2024-10-21
2024-06-30	$381,994	4,671	0.0%	Shares	Sole	2024-07-23
2024-03-31	$417,867	4,671	0.0%	Shares	Sole	2024-04-15
2023-12-31	$385,077	4,671	0.0%	Shares	Sole	2024-02-06
2023-09-30	$308,893	4,671	0.0%	Shares	Sole	2023-10-23
2023-06-30	$339,955	4,671	0.0%	Shares	Sole	2023-07-21
2023-03-31	$322,999	4,671	0.0%	Shares	Sole	2023-04-11
2022-12-31	$267,368	4,671	0.0%	Shares	Sole	2023-02-15
2022-09-30	$226,917	4,671	+53.6%	Shares	Sole	2022-11-08
2021-06-30	$219,206	3,042	0.0%	Shares	Sole	2021-08-16
2021-03-31	$205,669	3,042	0.0%	Shares	Sole	2021-05-13
2020-12-31	$166,762	3,042	0.0%	Shares	Sole	2021-02-26
2020-06-30	$143,339	3,042	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.