Farmers & Merchants Investments Inc’s Watsco Inc WSO Stock Holding History

Farmers & Merchants Investments Inc’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	$12.5K	Sell	30 -28	-48%	-$11.3K	﹤0.01%	725
2026 Q1	$21.1K	Buy	58 +27	+87%	+$10.5K	﹤0.01%	570
2025 Q4	$10.4K	Buy	31 +2	+7%	+$714	﹤0.01%	743
2025 Q3	$11.7K	Buy	29 +1	+4%	+$428	﹤0.01%	708
2025 Q2	$12.4K	Buy	28 +4	+17%	+$1.86K	﹤0.01%	665
2025 Q1	$12.2K	Buy	24 +11	+85%	+$5.42K	﹤0.01%	650
2024 Q4	$6.16K	Hold	13	–	–	﹤0.01%	769
2024 Q3	$6.39K	Sell	13 -1	-7%	-$481	﹤0.01%	764
2024 Q2	$6.49K	Hold	14	–	–	﹤0.01%	746
2024 Q1	$6.05K	Hold	14	–	–	﹤0.01%	715
2023 Q4	$6K	Hold	14	–	–	﹤0.01%	723
2023 Q3	$5.29K	Sell	14 -1	-7%	-$362	﹤0.01%	724
2023 Q2	$5.72K	Hold	15	–	–	﹤0.01%	736
2023 Q1	$4.77K	Sell	15 -2	-12%	-$588	﹤0.01%	734
2022 Q4	$4.24K	Buy	17 +2	+13%	+$526	﹤0.01%	791
2022 Q3	$4K	Buy	+15	New	+$4.07K	﹤0.01%	809
2018 Q1	–	Sell	-73	Closed	-$12K	–	864
2017 Q4	$12K	Buy	+73	New	+$12.1K	﹤0.01%	509

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Farmers & Merchants Investments Inc's WSO Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Watsco Inc (WSO) stake by 48% in Q2 2026, selling an estimated $11.3K and leaving 30 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Farmers & Merchants Investments Inc first reported a position in WSO in Q4 2017 and has held it in 17 quarters since. The position peaked at $21.1K in Q1 2026. 428 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

Farmers & Merchants Investments Inc held 30 shares of Watsco Inc worth $12.5K as of Q2 2026.
Farmers & Merchants Investments Inc sold 28 Watsco Inc shares in Q2 2026, an estimated $11.3K.
Watsco Inc made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #725 holding.
Farmers & Merchants Investments Inc first reported a position in Watsco Inc in Q4 2017 and has held it in 17 quarters since.
Farmers & Merchants Investments Inc's Watsco Inc position peaked at $21.1K in Q1 2026.
428 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.