Position in WSO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$86,289,775
+$13,059,215 QoQ
Shares Held
207,064
+2.9% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#34
of 780 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026JPMORGAN CHASE & CO holds $2,317,469,134 across 20 Industrial Distribution names. WSO ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
15,727,874 | $755,409,779 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
382,067 | $519,763,941 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,638,000 | $388,746,530 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
430,495 | $145,571,878 | |
| 5 | WCC |
Wesco International Inc
|
317,553 | $109,692,327 | |
| 6 | POOL |
Pool Corp
|
403,550 | $86,722,891 | |
| 7 | WSO |
Watsco Inc
This page
|
207,064 | $86,289,775 | |
| 8 | CNM |
Core & Main, Inc.
|
1,426,181 | $68,813,230 |
All Filings in WSO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,289,775 | 207,064 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $73,230,560 | 201,299 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $72,377,530 | 214,802 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $127,607,183 | 315,625 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $151,647,885 | 343,390 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $252,334,346 | 496,428 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $226,268,253 | 477,470 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $228,262,319 | 464,061 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $195,587,335 | 422,216 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $196,159,298 | 454,104 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $175,565,578 | 409,750 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $42,464,035 | 112,422 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $42,295,862 | 110,876 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $37,343,072 | 117,372 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $15,547,345 | 62,339 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,631,118 | 68,481 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $15,631,246 | 65,452 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $14,067,969 | 46,179 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $18,836,000 | 60,202 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,779,295 | 36,956 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $14,573,636 | 50,843 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $14,251,811 | 54,657 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,001,501 | 44,147 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $23,277,586 | 99,951 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,257,277 | 125,252 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $18,110,709 | 114,603 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||