Jeremy Grantham's AOS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 50,778 shares of A. O. Smith Corporation (AOS) worth $3.4 M, representing 0.01% of the portfolio. First purchased in 2020-Q3, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in AOS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 79,737 shares. Largest reduction occurred in Q3 2023, reducing 141,262 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's A O Smith Corporation (AOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly A O Smith Corporation (AOS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +18,989 | Add 59.73% | 50,778 | $66.88 |
| Q3 2025 | -2,429 | Reduce 7.10% | 31,789 | $73.41 |
| Q2 2025 | +27,018 | Add 375.25% | 34,218 | $65.57 |
| Q1 2025 | +7,200 | New Buy | 7,200 | $65.36 |
| Q3 2023 | -141,262 | Sold Out | 0 | $0.00 |
| Q1 2023 | +59,036 | Add 71.80% | 141,262 | $69.15 |
| Q4 2022 | +2,489 | Add 3.12% | 82,226 | $57.24 |
| Q3 2022 | +79,737 | New Buy | 79,737 | $48.58 |
| Q4 2021 | -54,870 | Sold Out | 0 | $0.00 |
| Q3 2021 | +900 | Add 1.67% | 54,870 | $61.07 |
| Q2 2021 | +19,952 | Add 58.65% | 53,970 | $72.06 |
| Q1 2021 | +21,692 | Add 175.99% | 34,018 | $67.61 |
| Q4 2020 | +800 | Add 6.94% | 12,326 | $54.84 |
| Q3 2020 | +11,526 | New Buy | 11,526 | $52.84 |
Jeremy Grantham's A O Smith Corporation Investment FAQs
Jeremy Grantham first purchased A. O. Smith Corporation (AOS) in Q3 2020, acquiring 11,526 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held A. O. Smith Corporation (AOS) for 15 quarters since Q3 2020.
Jeremy Grantham's largest addition to A. O. Smith Corporation (AOS) was in Q3 2022, adding 79,737 shares worth $3.87 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 50,778 shares of A. O. Smith Corporation (AOS), valued at approximately $3.4 M.
As of the Q4 2025 filing, A. O. Smith Corporation (AOS) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in A. O. Smith Corporation (AOS) was 141,262 shares, as reported at the end of Q1 2023.