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MTM Investment Management’s Watsco Inc WSO Stock Holding History

MTM Investment 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 		– Sell
-117
Closed -$39.4K – 720
2025
Q4 		$39.4K Sell
117
-147
-56% -$52.5K 0.01% 364
2025
Q3 		$107K Hold
264
– – 0.03% 259
2025
Q2 		$116K Buy
+264
New +$122K 0.04% 243
2024
Q1 		– Sell
-484
Closed -$207K – 300
2023
Q4 		$207K Buy
+484
New +$188K 0.09% 175

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

MTM Investment Management's WSO Position: Q1 2026 in Review

MTM Investment Management sold out of Watsco Inc (WSO) in Q1 2026, closing a stake of 117 shares — an estimated $39.4K sold.

MTM Investment Management first reported a position in WSO in Q4 2023 and held it in 4 quarters. The position peaked at $207K in Q4 2023. 771 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • MTM Investment Management reported no remaining Watsco Inc position as of Q1 2026 after selling out during the quarter.
  • MTM Investment Management sold 117 Watsco Inc shares in Q1 2026, an estimated $39.4K.
  • MTM Investment Management first reported a position in Watsco Inc in Q4 2023 and held it in 4 quarters.
  • MTM Investment Management's Watsco Inc position peaked at $207K in Q4 2023.
  • 771 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.