LPL Financial LLC

Position in WSO — Watsco Inc

CIK 1403438 FORT MILL, SC

Position in WSO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$11,746,051

+$1,707,300 QoQ

Shares Held

32,288

+8.4% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 24.498265609514373.ToString("F0")% Shared 0.ToString("F0")% None 75.50173439048564.ToString("F0")%

Industrials · as of Mar 31, 2026

LPL Financial LLC holds $256,510,442 across 17 Industrial Distribution names. WSO ranks #5 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	1,699,300	$78,847,520
2	GWW	W.W. Grainger, Inc.	65,346	$71,280,076
3	QXO	QXO, Inc.	1,501,338	$29,155,983
4	FERG	Ferguson Enterprises Inc. /DE/	104,209	$24,307,791
5	WSO	Watsco Inc This page	32,288	$11,746,051
6	WCC	Wesco International Inc	41,638	$11,392,989
7	POOL	Pool Corp	45,228	$9,150,981
8	AIT	Applied Industrial Technologies Inc	31,387	$8,327,598

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,746,051	32,288	+8.4%	Shares	Sole	2026-05-06
2025-12-31	$10,038,751	29,793	-6.6%	Shares	Sole	2026-02-11
2025-09-30	$12,896,765	31,899	+12.0%	Shares	Sole	2025-11-12
2025-06-30	$12,575,571	28,476	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$14,404,205	28,338	+2.8%	Shares	Sole	2025-05-07
2024-12-31	$13,058,986	27,557	+21.6%	Shares	Sole	2025-02-11
2024-09-30	$11,145,508	22,659	+15.2%	Shares	Sole	2024-11-08
2024-06-30	$9,108,224	19,662	+7.8%	Shares	Sole	2024-08-07
2024-03-31	$7,881,292	18,245	+23.0%	Shares	Sole	2024-05-10
2023-12-31	$6,355,067	14,832	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$5,608,386	14,848	+10.3%	Shares	Sole	2023-11-13
2023-06-30	$5,133,823	13,458	+2.4%	Shares	Sole	2023-07-31
2023-03-31	$4,182,849	13,147	+20.9%	Shares	Sole	2023-05-10
2022-12-31	$2,711,975	10,874	+10.5%	Shares	Sole	2023-02-07
2022-09-30	$2,533,663	9,841	+10.8%	Shares	Sole	2022-11-14
2022-06-30	$2,120,960	8,881	+21.1%	Shares	Sole	2022-08-12
2022-03-31	$2,234,534	7,335	+11.8%	Shares	Sole	2022-05-16
2021-12-31	$2,052,179	6,559	+10.8%	Shares	Sole	2022-02-14
2021-09-30	$1,566,285	5,919	+7.9%	Shares	Sole	2021-11-15
2021-06-30	$1,571,933	5,484	-3.9%	Shares	Sole	2021-08-13
2021-03-31	$1,488,621	5,709	+14.1%	Shares	Sole	2021-05-14
2020-12-31	$1,133,882	5,005	+5.3%	Shares	Sole	2021-02-12
2020-09-30	$1,106,460	4,751	+0.4%	Shares	Sole	2020-11-09
2020-06-30	$840,521	4,730	-6.7%	Shares	Sole	2020-08-13
2020-03-31	$801,370	5,071	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.