WSO Watsco Inc. COM

Ownership history in LORD, ABBETT & CO. LLC  ·  51 quarters on record

AI Ownership Summary

LORD, ABBETT & CO. LLC reported Watsco Inc. COM (WSO) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.43% in 2025 Q1. The latest visible filing shows WSO at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LORD, ABBETT & CO. LLC's position in Watsco Inc. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WSO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LORD, ABBETT & CO. LLC held WSO — position size vs. price
% of Fund (quarterly)    WSO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 61,500 -137,002 -69.0% 0.07% $24.9M 2025-11-13 $343.79
2025 Q2 REDUCED 198,502 -41,584 -17.3% 0.28% $87.7M 2025-08-14 $414.80
2025 Q1 ADDED 240,086 +19,500 +8.8% 0.43% $122.0M 2025-05-13 $470.51
2024 Q4 ADDED 220,586 +158,841 +257.3% 0.33% $104.5M 2025-02-14 $470.10
2023 Q4 ADDED 61,745 +244 +0.4% 0.10% $26.5M 2024-02-12 $389.82
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LORD, ABBETT & CO. LLC and WSO

These are the practical questions this page is built to answer before you even open the full history table.

How long has LORD, ABBETT & CO. LLC reported owning WSO?

LORD, ABBETT & CO. LLC reported WSO across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WSO position in LORD, ABBETT & CO. LLC's portfolio?

The largest reported portfolio weight for WSO was 0.43% in 2025 Q1.

What is the latest reported WSO position on this page?

The most recent filing on this page is 2025 Q3, when LORD, ABBETT & CO. LLC reported 61,500 shares, equal to 0.07% of portfolio, with an estimated market value of $24.9M.

What does the chart on this WSO ownership page compare?

The chart compares LORD, ABBETT & CO. LLC's quarterly WSO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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