SEC 13F Intelligence

Impax Asset Management Group PLC / AOS

Impax Asset Management Group PLC’s Smith A O Corp Position

Does Impax Asset Management Group PLC own Smith A O Corp (AOS)? Yes — 4.28M shares worth $282M (+1.97% of its 13F portfolio) as of Q1 2026, down from 4.65M shares the prior filed quarter.

Position Value
$282M
Q1 2026
Shares
4.28M
% of Portfolio
+1.97%
Quarters Held
27
currently held

Position History AOS

Reported value by quarter
Q4 ’18: $183MQ4 ’18Q1 ’19: $207MQ2 ’19: $180MQ3 ’19: $182MQ4 ’19: $201MQ4 ’19Q1 ’20: $30MQ1 ’21: $76MQ2 ’21: $119MQ3 ’21: $169MQ3 ’21Q4 ’21: $253MQ1 ’22: $209MQ2 ’22: $215MQ3 ’22: $194MQ3 ’22Q4 ’22: $233MQ1 ’23: $278MQ2 ’23: $292MQ3 ’23: $271MQ3 ’23Q4 ’23: $291MQ1 ’24: $291MQ2 ’24: $266MQ3 ’24: $266MQ3 ’24Q4 ’24: $212MQ1 ’25: $339MQ2 ’25: $308MQ3 ’25: $356MQ3 ’25Q4 ’25: $311MQ1 ’26: $282Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.28M$282M+1.97%
Q4 20254.65M$311M+1.95%
Q3 20254.85M$356M+2.08%
Q2 20254.69M$308M+1.77%
Q1 20255.19M$339M+2.04%
Q4 20243.10M$212M+0.96%
Q3 20243.25M$266M+1.08%
Q2 20243.25M$266M+1.08%
Q1 20243.25M$291M+1.11%
Q4 20233.53M$291M+1.17%
Q3 20234.10M$271M+1.21%
Q2 20234.01M$292M+1.17%
Q1 20234.01M$278M+1.16%
Q4 20224.07M$233M+1.04%
Q3 20224.00M$194M+1.00%
Q2 20223.93M$215M+1.05%
Q1 20223.27M$209M+0.86%
Q4 20212.94M$253M+0.92%
Q3 20212.77M$169M+0.69%
Q2 20211.65M$119M+0.52%
Q1 20211.12M$76M+0.39%
Q1 2020787.8K$30M+0.40%
Q4 20194.24M$201M+2.25%
Q3 20193.82M$182M+2.37%
Q2 20193.82M$180M+2.34%
Q1 20193.87M$207M+2.84%
Q4 20184.28M$183M+2.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Impax Asset Management Group PLC’s full portfolio or all institutional holders of AOS.