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Jeremy Grantham's A. O. Smith Corporation (AOS) position

Not anymore: Jeremy Grantham fully exited AOS in Q1 2026. The position peaked at $10M in Q2 2023.
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Value at exit
$3.4M
Shares at exit
51K
Est. average buy price
$66.53
Quarter-end price
$66.88

Estimated trade prices

Average price in quarters with purchases
$62.85
Average prices in quarters with sales
  • Q3 2025: $71.37 (2K shares sold)

AOS price vs Grantham's position

1Y 3Y 5Y MAX
Dates
New position of 7K shares · Q1 2025. Average closing price $67.58 · Price range $65.16–$72.697KsharespurchasedAdded 27K shares (375.2%) · Q2 2025. Average closing price $65.43 · Price range $59.63–$70.5227KsharespurchasedSold 2K shares (7.1%) · Q3 2025. Average closing price $71.37 · Price range $67.24–$74.302KsharessoldAdded 19K shares (59.7%) · Q4 2025. Average closing price $67.61 · Price range $63.25–$73.5419Ksharespurchased← Earlier —5 purchases406080100202420252026
Average closing price · filing quarter
$67.61
Price range · filing quarter
$63.25 – $73.54
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Every quarterly change

Every quarterly change
Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Exited· Q1 2026 −$3.7M
Quarter Q1 2026 Shares change −51K Δ Own −100.0% Shares held 0 Filing date May 14, 2026
Q1 2026 Exited· Q1 2026 −51K −$3.7M −100.0% 0 May 14, 2026
Added· Q4 2025 +$1.3M
Quarter Q4 2025 Shares change +19K Δ Own +59.7% Shares held 51K Filing date Feb 17, 2026
Q4 2025 Added· Q4 2025 +19K +$1.3M +59.7% 51K Feb 17, 2026
Reduced· Q3 2025 −$173K
Quarter Q3 2025 Shares change −2K Δ Own −7.1% Shares held 32K Filing date Nov 13, 2025
Q3 2025 Reduced· Q3 2025 −2K −$173K −7.1% 32K Nov 13, 2025
Added· Q2 2025 +$1.8M
Quarter Q2 2025 Shares change +27K Δ Own +375.2% Shares held 34K Filing date Aug 13, 2025
Q2 2025 Added· Q2 2025 +27K +$1.8M +375.2% 34K Aug 13, 2025
New· Q1 2025 +$487K
Quarter Q1 2025 Shares change +7K Shares held 7K Filing date May 14, 2025
Q1 2025 New· Q1 2025 +7K +$487K – 7K May 14, 2025
Unchanged· Q2 2023
Quarter Q2 2023 Shares held 141K Filing date Aug 14, 2023
Q2 2023 Unchanged· Q2 2023 – – – 141K Aug 14, 2023
Added· Q1 2023 +$3.8M
Quarter Q1 2023 Shares change +59K Δ Own +71.8% Shares held 141K Filing date May 12, 2023
Q1 2023 Added· Q1 2023 +59K +$3.8M +71.8% 141K May 12, 2023
Added· Q4 2022 +$139K
Quarter Q4 2022 Shares change +2K Δ Own +3.1% Shares held 82K Filing date Feb 13, 2023
Q4 2022 Added· Q4 2022 +2K +$139K +3.1% 82K Feb 13, 2023
New· Q3 2022 +$4.6M
Quarter Q3 2022 Shares change +80K Shares held 80K Filing date Nov 10, 2022
Q3 2022 New· Q3 2022 +80K +$4.6M – 80K Nov 10, 2022
Added· Q3 2021 +$63K
Quarter Q3 2021 Shares change +900 Δ Own +1.7% Shares held 55K Filing date Nov 12, 2021
Q3 2021 Added· Q3 2021 +900 +$63K +1.7% 55K Nov 12, 2021
Added· Q2 2021 +$1.4M
Quarter Q2 2021 Shares change +20K Δ Own +58.7% Shares held 54K Filing date Aug 12, 2021
Q2 2021 Added· Q2 2021 +20K +$1.4M +58.7% 54K Aug 12, 2021
First covered· Q1 2021
Quarter Q1 2021 Shares held 34K Filing date May 13, 2021
Q1 2021 First covered· Q1 2021 – – – 34K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
12 of 12

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Common questions

Does Jeremy Grantham own AOS?

Not currently. Jeremy Grantham fully exited AOS in Q1 2026, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy AOS?

Jeremy Grantham held AOS since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell AOS?

Yes. Jeremy Grantham reduced and then fully exited AOS by Q1 2026; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of AOS does Jeremy Grantham own?

None as of the latest filing: Jeremy Grantham has exited AOS. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for AOS?

Jeremy Grantham's estimated average buy price for AOS is $66.53, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.