CIBC Asset Management’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $848K | Buy |
2,332
+102
| +5% | +$39.5K | ﹤0.01% | 717 |
|
|
2025
Q4 | $751K | Sell |
2,230
-32
| -1% | -$11.4K | ﹤0.01% | 736 |
|
|
2025
Q3 | $915K | Buy |
2,262
+9
| +0.4% | +$3.85K | ﹤0.01% | 692 |
|
|
2025
Q2 | $995K | Buy |
2,253
+8
| +0.4% | +$3.71K | ﹤0.01% | 667 |
|
|
2025
Q1 | $1.14M | Buy |
2,245
+75
| +3% | +$37K | ﹤0.01% | 656 |
|
|
2024
Q4 | $1.03M | Buy |
2,170
+87
| +4% | +$44.1K | ﹤0.01% | 677 |
|
|
2024
Q3 | $1.02M | Buy |
2,083
+87
| +4% | +$41.8K | ﹤0.01% | 674 |
|
|
2024
Q2 | $925K | Buy |
1,996
+6
| +0.3% | +$2.74K | ﹤0.01% | 675 |
|
|
2024
Q1 | $860K | Sell |
1,990
-10
| -0.5% | -$4.02K | ﹤0.01% | 686 |
|
|
2023
Q4 | $857K | Sell |
2,000
-157
| -7% | -$60.8K | ﹤0.01% | 677 |
|
|
2023
Q3 | $815K | Sell |
2,157
-41
| -2% | -$14.8K | ﹤0.01% | 671 |
|
|
2023
Q2 | $838K | Buy |
2,198
+1,029
| +88% | +$349K | ﹤0.01% | 675 |
|
|
2023
Q1 | $372K | Buy |
1,169
+59
| +5% | +$17.3K | ﹤0.01% | 756 |
|
|
2022
Q4 | $277K | Sell |
1,110
-614
| -36% | -$161K | ﹤0.01% | 839 |
|
|
2022
Q3 | $444K | Buy |
1,724
+4
| +0.2% | +$1.08K | ﹤0.01% | 793 |
|
|
2022
Q2 | $411K | Sell |
1,720
-42
| -2% | -$11.1K | ﹤0.01% | 786 |
|
|
2022
Q1 | $537K | Buy |
1,762
+8
| +0.5% | +$2.28K | ﹤0.01% | 818 |
|
|
2021
Q4 | $549K | Buy |
1,754
+181
| +12% | +$53.6K | ﹤0.01% | 812 |
|
|
2021
Q3 | $416K | Buy |
1,573
+127
| +9% | +$35.6K | ﹤0.01% | 871 |
|
|
2021
Q2 | $414K | Buy |
1,446
+8
| +0.6% | +$2.29K | ﹤0.01% | 861 |
|
|
2021
Q1 | $375K | Sell |
1,438
-22
| -2% | -$5.42K | ﹤0.01% | 869 |
|
|
2020
Q4 | $331K | Hold |
1,460
| – | – | ﹤0.01% | 861 |
|
|
2020
Q3 | $340K | Buy |
1,460
+36
| +3% | +$8.11K | ﹤0.01% | 787 |
|
|
2020
Q2 | $253K | Hold |
1,424
| – | – | ﹤0.01% | 861 |
|
|
2020
Q1 | $225K | Hold |
1,424
| – | – | ﹤0.01% | 829 |
|
|
2019
Q4 | $257K | Buy |
1,424
+86
| +6% | +$15.1K | ﹤0.01% | 939 |
|
|
2019
Q3 | $226K | Hold |
1,338
| – | – | ﹤0.01% | 969 |
|
|
2019
Q2 | $219K | Buy |
+1,338
| New | +$210K | ﹤0.01% | 1009 |
|
|
2018
Q4 | – | Sell |
-1,338
| Closed | -$238K | – | 1137 |
|
|
2018
Q3 | $238K | Hold |
1,338
| – | – | ﹤0.01% | 965 |
|
|
2018
Q2 | $239K | Buy |
1,338
+61
| +5% | +$11.1K | ﹤0.01% | 942 |
|
|
2018
Q1 | $231K | Hold |
1,277
| – | – | ﹤0.01% | 912 |
|
|
2017
Q4 | $217K | Hold |
1,277
| – | – | ﹤0.01% | 969 |
|
|
2017
Q3 | $206K | Buy |
+1,277
| New | +$193K | ﹤0.01% | 952 |
|
Other funds holding WSO
VPM
VCM
CIBC Asset Management's WSO Position: Q1 2026 in Review
CIBC Asset Management increased its Watsco Inc (WSO) stake by 4.6% in Q1 2026, buying an estimated $39.5K and bringing the position to 2,332 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #717.
CIBC Asset Management first reported a position in WSO in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.14M in Q1 2025. 767 funds tracked by Wall St. Rank hold WSO as of Q1 2026.
- CIBC Asset Management held 2,332 shares of Watsco Inc worth $848K as of Q1 2026.
- CIBC Asset Management bought 102 Watsco Inc shares in Q1 2026, an estimated $39.5K.
- Watsco Inc made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #717 holding.
- CIBC Asset Management first reported a position in Watsco Inc in Q3 2017 and has held it in 33 quarters since.
- CIBC Asset Management's Watsco Inc position peaked at $1.14M in Q1 2025.
- 767 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.
Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.