Position in WSO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$971,814
+$123,456 QoQ
Shares Held
2,332
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#353
of 780 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026BLALOCK WILLIAMS, LLC holds $1,311,433 across 2 Industrial Distribution names. WSO ranks #1 (74.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSO |
Watsco Inc
This page
|
2,332 | $971,814 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
|
1,431 | $339,619 |
All Filings in WSO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,814 | 2,332 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $848,358 | 2,332 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $757,126 | 2,247 | Shares | Defined | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||