Impact Partnership Wealth, LLC

Position in AOS — Smith A O Corp

CIK 1984555 MARIETTA, GA

Position in AOS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$629,018

+$122,938 QoQ

Shares Held

10,029

+32.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#315

of 610 holders

Holding Since

Mar 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Impact Partnership Wealth, LLC holds $2,699,874 across 5 Specialty Industrial Machinery names. AOS ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc	2,721	$735,948
2	ROK	Rockwell Automation, Inc	1,412	$699,052
3	AOS	Smith A O Corp This page	10,029	$629,018
4	EMR	Emerson Electric Co	2,743	$392,660
5	GEV	GE Vernova Inc.	207	$243,196

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$629,018	10,029	+32.5%	Shares	Sole	2026-07-29
2025-12-31	$506,080	7,567	+151.5%	Shares	Sole	2026-02-10
2024-09-30	$270,298	3,009	-2.5%	Shares	Sole	2024-10-22
2024-06-30	$252,291	3,085	+132.1%	Shares	Sole	2024-08-02
2024-03-31	$118,892	1,329	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.