Joel Greenblatt's AOS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 122,585 shares of A. O. Smith Corporation (AOS) worth $8.2 M, representing 0.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AOS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 400,784 shares. Largest reduction occurred in Q1 2016, reducing 289,792 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt'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 Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -169,981 | Reduce 58.10% | 122,585 | $66.88 |
| Q3 2025 | +38,750 | Add 15.27% | 292,566 | $73.41 |
| Q2 2025 | +165,584 | Add 187.67% | 253,816 | $65.57 |
| Q1 2025 | +32,615 | Add 58.64% | 88,232 | $65.36 |
| Q4 2024 | +33,387 | Add 150.19% | 55,617 | $68.21 |
| Q3 2024 | -61,434 | Reduce 73.43% | 22,230 | $89.83 |
| Q2 2024 | +33,045 | Add 65.28% | 83,664 | $81.78 |
| Q1 2024 | +717 | Add 1.44% | 50,619 | $89.46 |
| Q4 2023 | -35,126 | Reduce 41.31% | 49,902 | $82.44 |
| Q3 2023 | +19,173 | Add 29.11% | 85,028 | $66.13 |
| Q2 2023 | +43,210 | Add 190.81% | 65,855 | $72.78 |
| Q1 2023 | +1,025 | Add 4.74% | 22,645 | $69.15 |
| Q4 2022 | -7,253 | Reduce 25.12% | 21,620 | $57.24 |
| Q3 2022 | -22,596 | Reduce 43.90% | 28,873 | $48.59 |
| Q2 2022 | -20,347 | Reduce 28.33% | 51,469 | $54.67 |
| Q1 2022 | +46,340 | Add 181.90% | 71,816 | $63.89 |
| Q4 2021 | -2,414 | Reduce 8.66% | 25,476 | $85.85 |
| Q3 2021 | -22,060 | Reduce 44.16% | 27,890 | $61.06 |
| Q2 2021 | +25,973 | Add 108.32% | 49,950 | $72.05 |
| Q1 2021 | -1,835 | Reduce 7.11% | 23,977 | $67.61 |
| Q4 2020 | +25,812 | New Buy | 25,812 | $54.82 |
| Q3 2020 | -17,951 | Sold Out | 0 | $0.00 |
| Q2 2020 | -79,155 | Reduce 81.51% | 17,951 | $47.13 |
| Q1 2020 | +44,089 | Add 83.16% | 97,106 | $37.81 |
| Q4 2019 | +53,017 | New Buy | 53,017 | $47.65 |
| Q3 2019 | -101,267 | Sold Out | 0 | $0.00 |
| Q2 2019 | -59,291 | Reduce 36.93% | 101,267 | $47.16 |
| Q1 2019 | -16,151 | Reduce 9.14% | 160,558 | $53.32 |
| Q4 2018 | +91,594 | Add 107.61% | 176,709 | $42.70 |
| Q3 2018 | -59,212 | Reduce 41.03% | 85,115 | $53.37 |
| Q2 2018 | +131,610 | Add 1034.91% | 144,327 | $59.15 |
| Q1 2018 | +12,717 | New Buy | 12,717 | $63.62 |
| Q2 2017 | -55,047 | Sold Out | 0 | $0.00 |
| Q1 2017 | +46,987 | Add 582.97% | 55,047 | $51.16 |
| Q4 2016 | +738 | Add 10.08% | 8,060 | $47.39 |
| Q3 2016 | -3,960 | Reduce 35.10% | 7,322 | $49.44 |
| Q2 2016 | -99,710 | Reduce 89.84% | 11,282 | $44.05 |
| Q1 2016 | -289,792 | Reduce 72.31% | 110,992 | $38.16 |
| Q4 2015 | +400,784 | New Buy | 400,784 | $38.30 |
| Q4 2014 | -67,976 | Sold Out | 0 | $0.00 |
| Q3 2014 | -41,448 | Reduce 37.88% | 67,976 | $23.64 |
| Q2 2014 | -93,814 | Reduce 46.16% | 109,424 | $24.79 |
| Q1 2014 | +191,224 | Add 1591.68% | 203,238 | $23.01 |
| Q4 2013 | -4,428 | Reduce 26.93% | 12,014 | $26.97 |
| Q3 2013 | -45,120 | Reduce 73.29% | 16,442 | $22.62 |
| Q2 2013 | +61,562 | Add 0.00% | 61,562 | $18.14 |
Joel Greenblatt's A O Smith Corporation Investment FAQs
Joel Greenblatt first purchased A. O. Smith Corporation (AOS) in Q2 2013, acquiring 61,562 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held A. O. Smith Corporation (AOS) for 46 quarters since Q2 2013.
Joel Greenblatt's largest addition to A. O. Smith Corporation (AOS) was in Q4 2015, adding 400,784 shares worth $15.35 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 122,585 shares of A. O. Smith Corporation (AOS), valued at approximately $8.2 M.
As of the Q4 2025 filing, A. O. Smith Corporation (AOS) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in A. O. Smith Corporation (AOS) was 400,784 shares, as reported at the end of Q4 2015.