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Legacy Wealth Asset Management, LLC

Position in AOS — Smith A O Corp

CIK 1846151 WOODBURY, MN

Position in AOS

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$573,574
-$20,017 QoQ
Shares Held
9,145
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#328
of 605 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $4,310,218 across 7 Specialty Industrial Machinery names. AOS ranks #3 (13.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AOS
Smith A O Corp
This page
9,145 $573,574

All Filings in AOS

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $573,574 9,145
2026-03-31 $593,591 9,002
2025-12-31 $572,693 8,563
2025-09-30 $511,080 6,962
2025-06-30 $458,399 6,991