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Joel Isaacson & Co., LLC

SEC CIK
0001599330
Latest filing
Aug 4, 2026

AOS holding history

Smith A O Corp in every 13F filed by Joel Isaacson & Co., LLC, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of AOS by Joel Isaacson & Co., LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−3,000−100.0%Sold outHolders
Q4 20253,000$200.6K<0.1%−250−7.7%ReducedHolders
Q3 20253,250$238.6K<0.1%00.0%UnchangedHolders
Q2 20253,250$213.1K<0.1%00.0%UnchangedHolders
Q1 20253,250$212.4K<0.1%−750−18.8%ReducedHolders
Q4 20244,000$272.8K<0.1%00.0%UnchangedHolders
Q3 20244,000$359.3K<0.1%−88−2.2%ReducedHolders
Q2 20244,088$334.3K<0.1%00.0%UnchangedHolders
Q1 20244,088$365.7K<0.1%+88+2.2%AddedHolders
Q4 20234,000$329.8K<0.1%00.0%UnchangedHolders
Q3 20234,000$264.5K<0.1%00.0%UnchangedHolders
Q2 20234,000$291.1K<0.1%00.0%UnchangedHolders
Q1 20234,000$276.6K<0.1%00.0%UnchangedHolders
Q4 20224,000$229.0K<0.1%+4,000NewHolders
Q3 20220$00.0%−4,000−100.0%Sold outHolders
Q2 20224,000$219.0K<0.1%00.0%UnchangedHolders
Q1 20224,000$253.0K<0.1%00.0%UnchangedHolders
Q4 20214,000$343.0K<0.1%00.0%UnchangedHolders
Q3 20214,000$244.0K<0.1%00.0%UnchangedHolders
Q2 20214,000$288.0K<0.1%00.0%UnchangedHolders
Q1 20214,000$270.0K<0.1%––Holders

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