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Trajan Wealth LLC

SEC CIK
0001934415
Latest filing
Aug 13, 2026

AOS holding history

Smith A O Corp in every 13F filed by Trajan Wealth 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2024
Holdings of AOS by Trajan Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,934−100.0%Sold outHolders
Q3 20252,934$215.8K<0.1%−244−7.7%ReducedHolders
Q2 20253,178$208.4K<0.1%−490−13.4%ReducedHolders
Q1 20253,668$239.7K<0.1%+263+7.7%AddedHolders
Q4 20243,405$232.3K<0.1%+332+10.8%AddedHolders
Q3 20243,073$276.0K<0.1%+222+7.8%AddedHolders
Q2 20242,851$233.2K<0.1%−186−6.1%ReducedHolders
Q1 20243,037$271.7K<0.1%–No prior filingHolders