Bank of America
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Bank of America’s Watsco Inc WSO Stock Holding History

Bank of America’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
2025
Q4 		– Sell
-1,000
Closed -$404K – 8426
2025
Q3 		$404K Sell
1,000
-10,800
-92% -$4.62M ﹤0.01% 5916
2025
Q2 		$5.21M Buy
+11,800
New +$5.47M ﹤0.01% 3859

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Bank of America's WSO Position: Q1 2026 in Review

Bank of America increased its Watsco Inc (WSO) stake by 12% in Q1 2026, buying an estimated $10.1M and bringing the position to 239,606 shares worth $87.2M. The position accounts for 0.01% of the portfolio, ranked #1210.

Bank of America first reported a position in WSO in Q2 2013 and has held it in 52 quarters since. The position peaked at $109M in Q4 2023. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Bank of America held 239,606 shares of Watsco Inc worth $87.2M as of Q1 2026.
  • Bank of America bought 26,003 Watsco Inc shares in Q1 2026, an estimated $10.1M.
  • Watsco Inc made up 0.01% of Bank of America's portfolio in Q1 2026, its #1210 holding.
  • Bank of America first reported a position in Watsco Inc in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Watsco Inc position peaked at $109M in Q4 2023.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.