Position in WSO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,831,871
+$905,005 QoQ
Shares Held
16,394
+0.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#168
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Ipswich Investment Management Co., Inc. holds $7,080,666 across 2 Industrial Distribution names. WSO ranks #1 (96.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
16,394 | $6,831,871 | |
| 2 | FAST |
Fastenal Co
|
5,180 | $248,795 |
All Filings in WSO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,831,871 | 16,394 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $5,926,866 | 16,292 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,633,804 | 16,720 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,817,306 | 16,862 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $7,610,879 | 17,234 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $9,083,829 | 17,871 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,312,030 | 17,540 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,621,180 | 17,527 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $8,272,076 | 17,857 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $7,711,528 | 17,852 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $7,646,904 | 17,847 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $6,678,845 | 17,682 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,729,893 | 17,642 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $5,648,612 | 17,754 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,142,035 | 16,608 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,877,605 | 15,061 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $3,620,750 | 15,161 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $4,784,980 | 15,707 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $5,027,668 | 16,069 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $4,261,440 | 16,104 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,379,285 | 15,278 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,894,040 | 14,934 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $3,272,288 | 14,444 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,526,886 | 15,144 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,813,346 | 15,832 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,380,247 | 15,062 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||