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Moody Lynn & Lieberson’s Watsco Inc WSO Stock Holding History

Moody Lynn & Lieberson’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 		$637K Buy
1,529
+20
+1% +$8.04K 0.03% 158
2026
Q1 		$549K Hold
1,509
– – 0.03% 172
2025
Q4 		$508K Sell
1,509
-76
-5% -$27.1K 0.03% 174
2025
Q3 		$641K Buy
1,585
+44
+3% +$18.8K 0.03% 155
2025
Q2 		$681K Sell
1,541
-10
-0.6% -$4.64K 0.04% 155
2025
Q1 		$788K Hold
1,551
– – 0.05% 135
2024
Q4 		$735K Buy
1,551
+8
+0.5% +$4.05K 0.05% 138
2024
Q3 		$759K Hold
1,543
– – 0.05% 147
2024
Q2 		$715K Sell
1,543
-35
-2% -$16K 0.05% 139
2024
Q1 		$682K Sell
1,578
-33
-2% -$13.3K 0.05% 140
2023
Q4 		$690K Buy
1,611
+5
+0.3% +$1.94K 0.05% 136
2023
Q3 		$607K Sell
1,606
-3
-0.2% -$1.08K 0.05% 132
2023
Q2 		$614K Sell
1,609
-34
-2% -$11.5K 0.05% 137
2023
Q1 		$523K Buy
1,643
+18
+1% +$5.29K 0.05% 150
2022
Q4 		$405K Sell
1,625
-67
-4% -$17.6K 0.04% 174
2022
Q3 		$436K Sell
1,692
-38
-2% -$10.3K 0.04% 151
2022
Q2 		$413K Buy
1,730
+70
+4% +$18.4K 0.04% 163
2022
Q1 		$506K Buy
1,660
+19
+1% +$5.42K 0.04% 149
2021
Q4 		$513K Buy
1,641
+5
+0.3% +$1.48K 0.03% 165
2021
Q3 		$433K Sell
1,636
-163
-9% -$45.7K 0.03% 166
2021
Q2 		$516K Hold
1,799
– – 0.04% 151
2021
Q1 		$469K Buy
1,799
+6
+0.3% +$1.48K 0.04% 161
2020
Q4 		$406K Buy
1,793
+78
+5% +$17.9K 0.03% 159
2020
Q3 		$399K Buy
+1,715
New +$386K 0.04% 149
2020
Q1 		– Sell
-4,062
Closed -$732K – 203
2019
Q4 		$732K Buy
+4,062
New +$714K 0.07% 129

Other funds holding WSO

DC
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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Moody Lynn & Lieberson's WSO Position: Q2 2026 in Review

Moody Lynn & Lieberson increased its Watsco Inc (WSO) stake by 1.3% in Q2 2026, buying an estimated $8.04K and bringing the position to 1,529 shares worth $637K. The position accounts for 0.03% of the portfolio, ranked #158.

Moody Lynn & Lieberson first reported a position in WSO in Q4 2019 and has held it in 25 quarters since. The position peaked at $788K in Q1 2025. 213 funds tracked by Wall St. Rank hold WSO as of Q2 2026.

  • Moody Lynn & Lieberson held 1,529 shares of Watsco Inc worth $637K as of Q2 2026.
  • Moody Lynn & Lieberson bought 20 Watsco Inc shares in Q2 2026, an estimated $8.04K.
  • Watsco Inc made up 0.03% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #158 holding.
  • Moody Lynn & Lieberson first reported a position in Watsco Inc in Q4 2019 and has held it in 25 quarters since.
  • Moody Lynn & Lieberson's Watsco Inc position peaked at $788K in Q1 2025.
  • 213 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.