SEC 13F Intelligence

Welch & Forbes LLC / AOS

Welch & Forbes LLC’s Smith A O Corp Position

Does Welch & Forbes LLC own Smith A O Corp (AOS)? Yes579.8K shares worth $38M (+0.49% of its 13F portfolio) as of Q1 2026, down from 585.8K shares the prior filed quarter.

Position Value
$38M
Q1 2026
Shares
579.8K
% of Portfolio
+0.49%
Quarters Held
24
currently held

Position History AOS

Reported value by quarter
Q2 ’20: $763,000Q2 ’20Q3 ’20: $3MQ4 ’20: $11MQ1 ’21: $15MQ1 ’21Q2 ’21: $18MQ3 ’21: $17MQ4 ’21: $25MQ4 ’21Q1 ’22: $21MQ2 ’22: $25MQ3 ’22: $25MQ3 ’22Q4 ’22: $30MQ1 ’23: $37MQ2 ’23: $39MQ2 ’23Q3 ’23: $36MQ4 ’23: $45MQ1 ’24: $50MQ1 ’24Q2 ’24: $45MQ3 ’24: $51MQ4 ’24: $39MQ4 ’24Q1 ’25: $39MQ2 ’25: $39MQ3 ’25: $44MQ3 ’25Q4 ’25: $39MQ1 ’26: $38Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026579.8K$38M+0.49%
Q4 2025585.8K$39M+0.47%
Q3 2025595.3K$44M+0.53%
Q2 2025596.2K$39M+0.49%
Q1 2025593.0K$39M+0.51%
Q4 2024568.6K$39M+0.50%
Q3 2024566.4K$51M+0.65%
Q2 2024558.0K$45M+0.60%
Q1 2024556.8K$50M+0.68%
Q4 2023550.1K$45M+0.69%
Q3 2023548.2K$36M+0.60%
Q2 2023542.4K$39M+0.62%
Q1 2023538.4K$37M+0.63%
Q4 2022523.8K$30M+0.54%
Q3 2022513.1K$25M+0.49%
Q2 2022454.5K$25M+0.45%
Q1 2022326.1K$21M+0.33%
Q4 2021292.1K$25M+0.38%
Q3 2021276.4K$17M+0.28%
Q2 2021247.6K$18M+0.30%
Q1 2021227.9K$15M+0.28%
Q4 2020195.3K$11M+0.21%
Q3 202064.1K$3M+0.07%
Q2 202016.2K$763,000+0.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Welch & Forbes LLC’s full portfolio or all institutional holders of AOS.