WCM Investment Management
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WCM Investment Management’s Watsco Inc WSO Stock Holding History

WCM 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 		$1.52M Buy
4,350
+100
+2% +$38.7K ﹤0.01% 221
2025
Q4 		$1.46M Sell
4,250
-3,276
-44% -$1.17M ﹤0.01% 216
2025
Q3 		$3.01M Buy
7,526
+1,117
+17% +$478K 0.01% 181
2025
Q2 		$2.8M Buy
6,409
+11
+0.2% +$5.1K 0.01% 180
2025
Q1 		$3.21M Buy
6,398
+207
+3% +$102K 0.01% 205
2024
Q4 		$2.94M Sell
6,191
-406
-6% -$206K 0.01% 213
2024
Q3 		$3.27M Buy
6,597
+4
+0.1% +$1.92K 0.01% 182
2024
Q2 		$3.04M Sell
6,593
-1,797
-21% -$821K 0.01% 178
2024
Q1 		$3.62M Sell
8,390
-6,566
-44% -$2.64M 0.01% 167
2023
Q4 		$6.42M Buy
14,956
+1,772
+13% +$687K 0.02% 155
2023
Q3 		$4.99M Sell
13,184
-1,314
-9% -$475K 0.01% 151
2023
Q2 		$5.55M Sell
14,498
-298
-2% -$101K 0.02% 153
2023
Q1 		$4.71M Buy
14,796
+141
+1% +$41.4K 0.02% 157
2022
Q4 		$3.65M Buy
14,655
+11,793
+412% +$3.1M 0.01% 172
2022
Q3 		$733K Buy
2,862
+52
+2% +$14.1K ﹤0.01% 181
2022
Q2 		$669K Buy
2,810
+9
+0.3% +$2.37K ﹤0.01% 191
2022
Q1 		$853K Hold
2,801
– – ﹤0.01% 183
2021
Q4 		$876K Buy
2,801
+21
+0.8% +$6.22K ﹤0.01% 187
2021
Q3 		$736K Buy
2,780
+20
+0.7% +$5.61K ﹤0.01% 189
2021
Q2 		$791K Hold
2,760
– – ﹤0.01% 179
2021
Q1 		$720K Buy
2,760
+308
+13% +$75.9K ﹤0.01% 163
2020
Q4 		$556K Buy
2,452
+70
+3% +$16.1K ﹤0.01% 176
2020
Q3 		$555K Hold
2,382
– – ﹤0.01% 160
2020
Q2 		$423K Hold
2,382
– – ﹤0.01% 164
2020
Q1 		$376K Buy
+2,382
New +$402K ﹤0.01% 165

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 $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

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

WCM Investment Management increased its Watsco Inc (WSO) stake by 2.4% in Q1 2026, buying an estimated $38.7K and bringing the position to 4,350 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #221.

WCM Investment Management first reported a position in WSO in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.42M in Q4 2023. 769 funds tracked by Wall St. Rank hold WSO as of Q1 2026.

  • WCM Investment Management held 4,350 shares of Watsco Inc worth $1.52M as of Q1 2026.
  • WCM Investment Management bought 100 Watsco Inc shares in Q1 2026, an estimated $38.7K.
  • Watsco Inc made up ﹤0.01% of WCM Investment Management's portfolio in Q1 2026, its #221 holding.
  • WCM Investment Management first reported a position in Watsco Inc in Q1 2020 and has held it in 25 quarters since.
  • WCM Investment Management's Watsco Inc position peaked at $6.42M in Q4 2023.
  • 769 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.