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Archer Investment Corporation’s Watsco Inc WSO Stock Holding History

Archer Investment Corporation’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5K Hold
42
– – ﹤0.01% 701
2026
Q1 		$15.3K Sell
42
-454
-92% -$176K ﹤0.01% 715
2025
Q4 		$167K Buy
496
+140
+39% +$50K 0.04% 300
2025
Q3 		$144K Hold
356
– – 0.03% 332
2025
Q2 		$157K Hold
356
– – 0.04% 301
2025
Q1 		$181K Buy
356
+140
+65% +$69K 0.05% 263
2024
Q4 		$102K Hold
216
– – 0.03% 332
2024
Q3 		$106K Hold
216
– – 0.03% 323
2024
Q2 		$100K Buy
216
+21
+11% +$9.6K 0.03% 310
2024
Q1 		$84.2K Buy
+195
New +$78.3K 0.03% 346

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Archer Investment Corporation's WSO Position: Q2 2026 in Review

Archer Investment Corporation held its Watsco Inc (WSO) position steady in Q2 2026 at 42 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Archer Investment Corporation first reported a position in WSO in Q1 2024 and has held it in 10 quarters since. The position peaked at $181K in Q1 2025. 565 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Archer Investment Corporation held 42 shares of Watsco Inc worth $17.5K as of Q2 2026.
  • Archer Investment Corporation left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of Archer Investment Corporation's portfolio in Q2 2026, its #701 holding.
  • Archer Investment Corporation first reported a position in Watsco Inc in Q1 2024 and has held it in 10 quarters since.
  • Archer Investment Corporation's Watsco Inc position peaked at $181K in Q1 2025.
  • 565 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.