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Livermore
Livermore
ZHEN

Patten & Patten Inc

SEC CIK
0001044905
Latest filing
Aug 5, 2026

AOS holding history

Smith A O Corp in every 13F filed by Patten & Patten Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q2 2026)
113,297
Value
$7.11M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of AOS by Patten & Patten Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026113,297$7.11M0.4%−2,035−1.8%ReducedHolders
Q1 2026115,332$7.60M0.5%−4,075−3.4%ReducedHolders
Q4 2025119,407$7.99M0.5%−10,705−8.2%ReducedHolders
Q3 2025130,112$9.55M0.6%−6,322−4.6%ReducedHolders
Q2 2025136,434$8.95M0.6%−49,122−26.5%ReducedHolders
Q1 2025185,556$12.1M0.8%−4,870−2.6%ReducedHolders
Q4 2024190,426$13.0M0.9%−10,889−5.4%ReducedHolders
Q3 2024201,315$18.1M1.2%−4,297−2.1%ReducedHolders
Q2 2024205,612$16.8M1.2%−5,310−2.5%ReducedHolders
Q1 2024210,922$18.9M1.3%+3,650+1.8%AddedHolders
Q4 2023207,272$17.1M1.4%−14,146−6.4%ReducedHolders
Q3 2023221,418$14.6M1.3%−627−0.3%ReducedHolders
Q2 2023222,045$16.2M1.3%−3,843−1.7%ReducedHolders
Q1 2023225,888$15.6M1.4%−1,259−0.6%ReducedHolders
Q4 2022227,147$13.0M1.2%−4,687−2.0%ReducedHolders
Q3 2022231,834$11.3M1.1%−5,397−2.3%ReducedHolders
Q2 2022237,231$13.0M1.1%−6,457−2.6%ReducedHolders
Q1 2022243,688$15.6M1.1%−989−0.4%ReducedHolders
Q4 2021244,677$21.0M1.5%−7,167−2.8%ReducedHolders
Q3 2021251,844$15.4M1.2%−2,379−0.9%ReducedHolders
Q2 2021254,223$18.3M1.4%+728+0.3%AddedHolders
Q1 2021253,495$17.1M1.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.