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Watsco, Incorporated shares owned by MBM Wealth Consultants

Quarter-by-quarter ownership of Watsco, Incorporated (WSO) shares owned by MBM Wealth Consultants from 13F filings

Historical chart of MBM Wealth Consultants investment in Watsco, Incorporated

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All positions including Watsco, Incorporated held by MBM Wealth Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Watsco, Incorporated by MBM Wealth Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.8k 16 363.81
2022-12-31 $6.0k 22 272.73

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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View all positions for MBM Wealth Consultants

Top funds holding Watsco, Incorporated

BlackRock
Vanguard Group
Capital Research and Management Company - Division 3
FMR
Capital Research Global Investors
Vanguard Portfolio Management
Vanguard Capital Management
Charles Schwab Investment Management
Kayne Anderson Rudnick Investment Management
State Street Corporation
Baillie Gifford & Co
Morgan Stanley
Geode Capital Management
William Blair $ Company
Markel Corporation

View all funds holding Watsco, Incorporated