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, 2026BANK 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 |
|---|---|---|---|---|---|
| 1 | FAST |
Fastenal Co
|
2,485,960 | $115,348,540 | |
| 2 | GWW |
W.W. Grainger, Inc.
|
62,781 | $68,482,145 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
156,031 | $36,395,787 | |
| 4 | POOL |
Pool Corp
|
21,759 | $4,402,495 | |
| 5 | WSO |
Watsco Inc
This page
|
11,127 | $4,047,888 | |
| 6 | WCC |
Wesco International Inc
|
12,634 | $3,456,913 | |
| 7 | XMTR |
Xometry, Inc.
|
81,475 | $3,327,438 | |
| 8 | MSM |
Msc Industrial Direct Co Inc
|
26,809 | $2,473,664 |
All Filings in WSO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,047,888 | 11,127 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,688,925 | 10,948 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,230,996 | 10,465 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,803,498 | 10,877 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $5,973,537 | 11,752 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,508,494 | 11,624 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,490,362 | 11,162 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,273,946 | 32,972 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,546,913 | 10,526 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,487,792 | 10,474 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $4,050,290 | 10,723 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $8,071,521 | 21,159 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $3,191,142 | 10,030 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $2,445,865 | 9,807 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,872,479 | 11,157 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,795,685 | 7,519 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,263,168 | 7,429 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,261,494 | 7,228 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,367,811 | 27,843 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,258,147 | 7,878 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,241,168 | 4,760 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,105,334 | 4,879 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,071,290 | 4,600 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $876,946 | 4,935 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $485,938 | 3,075 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||