Lord, Abbett & Co
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Lord, Abbett & Co’s Watsco Inc WSO Stock Holding History

Lord, Abbett & 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
2025
Q4 		– Sell
-61,500
Closed -$24.9M – 607
2025
Q3 		$24.9M Sell
61,500
-137,002
-69% -$58.6M 0.07% 255
2025
Q2 		$87.7M Sell
198,502
-41,584
-17% -$19.3M 0.28% 96
2025
Q1 		$122M Buy
240,086
+19,500
+9% +$9.61M 0.43% 62
2024
Q4 		$105M Buy
+220,586
New +$112M 0.33% 86
2024
Q1 		– Sell
-61,745
Closed -$26.5M – 590
2023
Q4 		$26.5M Buy
61,745
+244
+0.4% +$94.5K 0.09% 277
2023
Q3 		$23.2M Buy
+61,501
New +$22.2M 0.09% 303
2018
Q1 		– Sell
-73,000
Closed -$12.4M – 916
2017
Q4 		$12.4M Buy
+73,000
New +$12.1M 0.04% 590
2017
Q3 		– Sell
-129,200
Closed -$19.9M – 930
2017
Q2 		$19.9M Buy
129,200
+15,500
+14% +$2.21M 0.06% 451
2017
Q1 		$16.3M Sell
113,700
-2,600
-2% -$389K 0.05% 484
2016
Q4 		$17.2M Sell
116,300
-141,470
-55% -$20.5M 0.05% 448
2016
Q3 		$36.3M Sell
257,770
-309,761
-55% -$44.4M 0.11% 295
2016
Q2 		$79.8M Sell
567,531
-42,959
-7% -$5.77M 0.25% 103
2016
Q1 		$82.3M Buy
610,490
+224,569
+58% +$27.2M 0.26% 107
2015
Q4 		$45.2M Sell
385,921
-26,640
-6% -$3.28M 0.14% 233
2015
Q3 		$48.9M Buy
412,561
+60,307
+17% +$7.52M 0.15% 216
2015
Q2 		$43.6M Sell
352,254
-235,485
-40% -$29.3M 0.11% 285
2015
Q1 		$73.9M Buy
+587,739
New +$67.4M 0.19% 149
2014
Q1 		– Sell
-45,300
Closed -$4.35M – 1080
2013
Q4 		$4.35M Sell
45,300
-1,800
-4% -$171K 0.01% 872
2013
Q3 		$4.44M Sell
47,100
-2,600
-5% -$238K 0.01% 828
2013
Q2 		$4.17M Buy
+49,700
New +$4.2M 0.01% 835

Other funds holding WSO

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Lord, Abbett & Co's WSO Position: Q4 2025 in Review

Lord, Abbett & Co sold out of Watsco Inc (WSO) in Q4 2025, closing a stake of 61,500 shares — an estimated $24.9M sold.

Lord, Abbett & Co first reported a position in WSO in Q2 2013 and held it in 20 quarters. The position peaked at $122M in Q1 2025. 766 funds tracked by Wall St. Rank hold WSO as of Q4 2025.

  • Lord, Abbett & Co reported no remaining Watsco Inc position as of Q4 2025 after selling out during the quarter.
  • Lord, Abbett & Co sold 61,500 Watsco Inc shares in Q4 2025, an estimated $24.9M.
  • Lord, Abbett & Co first reported a position in Watsco Inc in Q2 2013 and held it in 20 quarters.
  • Lord, Abbett & Co's Watsco Inc position peaked at $122M in Q1 2025.
  • 766 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2025.

Based on Lord, Abbett & Co's 13F filing for Q4 2025, filed 13 Feb 2026.