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HM Payson & Co’s Watsco Inc WSO Stock Holding History

HM Payson & Co’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 		$245K Hold
588
– – ﹤0.01% 417
2026
Q1 		$214K Sell
588
-100
-15% -$38.7K ﹤0.01% 421
2025
Q4 		$232K Sell
688
-100
-13% -$35.7K ﹤0.01% 398
2025
Q3 		$319K Sell
788
-100
-11% -$42.8K ﹤0.01% 358
2025
Q2 		$392K Buy
888
+378
+74% +$175K 0.01% 314
2025
Q1 		$259K Buy
510
+100
+24% +$49.3K ﹤0.01% 372
2024
Q4 		$194K Hold
410
– – ﹤0.01% 423
2024
Q3 		$202K Buy
410
+186
+83% +$89.4K ﹤0.01% 417
2024
Q2 		$104K Hold
224
– – ﹤0.01% 502
2024
Q1 		$96.8K Buy
224
+60
+37% +$24.1K ﹤0.01% 507
2023
Q4 		$70.3K Hold
164
– – ﹤0.01% 542
2023
Q3 		$61.9K Hold
164
– – ﹤0.01% 545
2023
Q2 		$62.6K Hold
164
– – ﹤0.01% 546
2023
Q1 		$52.2K Hold
164
– – ﹤0.01% 558
2022
Q4 		$40.9K Hold
164
– – ﹤0.01% 583
2022
Q3 		$42K Sell
164
-21
-11% -$5.69K ﹤0.01% 600
2022
Q2 		$44K Buy
185
+21
+13% +$5.53K ﹤0.01% 601
2022
Q1 		$50K Sell
164
-12
-7% -$3.42K ﹤0.01% 601
2021
Q4 		$55K Buy
176
+14
+9% +$4.15K ﹤0.01% 591
2021
Q3 		$43K Hold
162
– – ﹤0.01% 623
2021
Q2 		$46K Sell
162
-192
-54% -$55K ﹤0.01% 602
2021
Q1 		$92K Hold
354
– – ﹤0.01% 497
2020
Q4 		$80K Sell
354
-51
-13% -$11.7K ﹤0.01% 511
2020
Q3 		$94K Buy
405
+255
+170% +$57.4K ﹤0.01% 458
2020
Q2 		$27K Hold
150
– – ﹤0.01% 623
2020
Q1 		$24K Sell
150
-27
-15% -$4.56K ﹤0.01% 613
2019
Q4 		$32K Buy
+177
New +$31.1K ﹤0.01% 654
2019
Q3 		– Sell
-100
Closed -$16K – 988
2019
Q2 		$16K Buy
+100
New +$15.7K ﹤0.01% 758
2019
Q1 		– Sell
-17
Closed -$2K – 274
2018
Q4 		$2K Buy
+17
New +$2.59K 0.01% 146

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

HM Payson & Co's WSO Position: Q2 2026 in Review

HM Payson & Co held its Watsco Inc (WSO) position steady in Q2 2026 at 588 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

HM Payson & Co first reported a position in WSO in Q4 2018 and has held it in 29 quarters since. The position peaked at $392K in Q2 2025. 781 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • HM Payson & Co held 588 shares of Watsco Inc worth $245K as of Q2 2026.
  • HM Payson & Co left its Watsco Inc share count unchanged in Q2 2026.
  • Watsco Inc made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #417 holding.
  • HM Payson & Co first reported a position in Watsco Inc in Q4 2018 and has held it in 29 quarters since.
  • HM Payson & Co's Watsco Inc position peaked at $392K in Q2 2025.
  • 781 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.