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BANK OF MONTREAL /CAN/

Bank

Position in WSO — Watsco Inc

CIK 927971 TORONTO, A6

Position in WSO

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$4,047,888
+$358,963 QoQ
Shares Held
11,127
+1.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 84.64995057068391.ToString("F0")% Shared 0.ToString("F0")% None 15.350049429316078.ToString("F0")%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Mar 31, 2026

BANK OF MONTREAL /CAN/ holds $241,313,547 across 14 Industrial Distribution names. WSO ranks #5 (1.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSO
Watsco Inc
This page
11,127 $4,047,888

All Filings in WSO

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,047,888 11,127
2025-12-31 $3,688,925 10,948
2025-09-30 $4,230,996 10,465
2025-06-30 $4,803,498 10,877
2025-03-31 $5,973,537 11,752
2024-12-31 $5,508,494 11,624
2024-09-30 $5,490,362 11,162
2024-06-30 $15,273,946 32,972
2024-03-31 $4,546,913 10,526
2023-12-31 $4,487,792 10,474
2023-09-30 $4,050,290 10,723
2023-06-30 $8,071,521 21,159
2023-03-31 $3,191,142 10,030
2022-12-31 $2,445,865 9,807
2022-09-30 $2,872,479 11,157
2022-06-30 $1,795,685 7,519
2022-03-31 $2,263,168 7,429
2021-12-31 $2,261,494 7,228
2021-09-30 $7,367,811 27,843
2021-06-30 $2,258,147 7,878
2021-03-31 $1,241,168 4,760
2020-12-31 $1,105,334 4,879
2020-09-30 $1,071,290 4,600
2020-06-30 $876,946 4,935
2020-03-31 $485,938 3,075