APPLETON PARTNERS INC/MA

Position in WSO — Watsco Inc

CIK 1055290 BOSTON, MA

Position in WSO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,435,370

+$260,998 QoQ

Shares Held

5,844

-2.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#273

of 780 holders

Holding Since

Jun 2021

21 quarters on record

Industrials · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $13,686,498 across 2 Industrial Distribution names. WSO ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	QXO	QXO, Inc.	651,107	$11,251,128
2	WSO	Watsco Inc This page	5,844	$2,435,370

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,435,370	5,844	-2.2%	Shares	Sole	2026-07-21
2026-03-31	$2,174,372	5,977	-2.4%	Shares	Sole	2026-04-28
2025-12-31	$2,063,481	6,124	-8.8%	Shares	Sole	2026-01-09
2025-09-30	$2,715,278	6,716	-0.0%	Shares	Sole	2025-11-05
2025-06-30	$2,966,361	6,717	-1.2%	Shares	Sole	2025-07-22
2025-03-31	$3,457,456	6,802	+1.3%	Shares	Sole	2025-04-22
2024-12-31	$3,181,223	6,713	-0.8%	Shares	Sole	2025-01-28
2024-09-30	$3,329,535	6,769	-22.2%	Shares	Sole	2024-10-01
2024-06-30	$4,030,188	8,700	-9.2%	Shares	Sole	2024-07-02
2024-03-31	$4,140,864	9,586	+4.1%	Shares	Sole	2024-04-01
2023-12-31	$3,944,066	9,205	-14.1%	Shares	Sole	2024-01-02
2023-09-30	$4,048,780	10,719	-4.5%	Shares	Sole	2023-10-03
2023-06-30	$4,280,474	11,221	-6.5%	Shares	Sole	2023-07-10
2023-03-31	$3,818,556	12,002	-9.4%	Shares	Sole	2023-04-10
2022-12-31	$3,302,804	13,243	-22.4%	Shares	Sole	2023-01-19
2022-09-30	$4,391,752	17,058	+0.4%	Shares	Sole	2022-10-27
2022-06-30	$4,059,462	16,998	+4.3%	Shares	Sole	2022-07-08
2022-03-31	$4,964,413	16,296	+14.7%	Shares	Sole	2022-04-05
2021-12-31	$4,446,650	14,212	+30.9%	Shares	Sole	2022-02-03
2021-09-30	$2,872,450	10,855	+752.7%	Shares	Sole	2021-10-14
2021-06-30	$364,892	1,273	—	Shares	Sole	2021-07-07
No filing history on record for this holder in this stock.