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Watsco, Incorporated shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $227k 526 431.97
2023-12-31 $225k 526 428.47
2023-06-30 $201k 526 381.47

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Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
FMR
Baillie Gifford & Co
Charles Schwab Investment Management
William Blair $ Company
Wellington Management Company
Neuberger Berman Group
Geode Capital Management
Markel Corporation
Wells Fargo & Company
Jpmorgan Chase & Co
Mitsubishi UFJ Trust & Banking Corp
Bank of New York Mellon
Davenport & Co

View all funds holding Watsco, Incorporated