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Gibbs Wealth Management’s Watsco Inc WSO Stock Holding History

Gibbs Wealth Management’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
Q1 		$324K Buy
891
+319
+56% +$124K 0.04% 375
2025
Q4 		$215K Sell
572
-63
-10% -$22.5K 0.05% 311
2025
Q3 		$257K Sell
635
-117
-16% -$50K 0.06% 287
2025
Q2 		$332K Buy
752
+169
+29% +$78.4K 0.06% 274
2025
Q1 		$296K Buy
583
+59
+11% +$29.1K 0.07% 254
2024
Q4 		$248K Buy
524
+116
+28% +$58.7K 0.07% 257
2024
Q3 		$201K Buy
+408
New +$196K 0.07% 252

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 $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Gibbs Wealth Management's WSO Position: Q1 2026 in Review

Gibbs Wealth Management increased its Watsco Inc (WSO) stake by 56% in Q1 2026, buying an estimated $124K and bringing the position to 891 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #375.

Gibbs Wealth Management first reported a position in WSO in Q3 2024 and has held it in 7 quarters since. The position peaked at $332K in Q2 2025. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • Gibbs Wealth Management held 891 shares of Watsco Inc worth $324K as of Q1 2026.
  • Gibbs Wealth Management bought 319 Watsco Inc shares in Q1 2026, an estimated $124K.
  • Watsco Inc made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #375 holding.
  • Gibbs Wealth Management first reported a position in Watsco Inc in Q3 2024 and has held it in 7 quarters since.
  • Gibbs Wealth Management's Watsco Inc position peaked at $332K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.