LPL Financial LLC

Position in WSO — Watsco Inc

CIK 1403438 FORT MILL, SC

Position in WSO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,659,159

+$1,913,108 QoQ

Shares Held

32,777

+1.5% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#113

of 780 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Industrials · as of Jun 30, 2026

LPL Financial LLC holds $339,499,108 across 17 Industrial Distribution names. WSO ranks #6 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FAST	Fastenal Co	2,457,148	$118,016,818
2	GWW	W.W. Grainger, Inc.	64,355	$87,548,542
3	QXO	QXO, Inc.	2,266,165	$39,159,331
4	FERG	Ferguson Enterprises Inc. /DE/	121,505	$28,836,781
5	WCC	Wesco International Inc	49,480	$17,091,876
6	WSO	Watsco Inc This page	32,777	$13,659,159
7	AIT	Applied Industrial Technologies Inc	30,888	$10,444,777
8	POOL	Pool Corp	43,296	$9,304,310

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,659,159	32,777	+1.5%	Shares	Sole	2026-08-07
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.