Watsco, Inc.
US ˙ NYSE ˙ US9426222009

SecurityWSO / Watsco, Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership40 shares
Latest Disclosed Value $ 14,552
Legacy Bridge, LLC ownership in WSO / Watsco, Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 40 shares of Watsco, Inc. (US:WSO) valued at $14,552 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 40 shares of Watsco, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $14,734 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F WATSCO COM 942622200 40 0 0.00 15 7.69 0.0055
2026-01-23 2025-12-31 13F WATSCO COM 942622200 40 0 0.00 13 -18.75 0.0055
2025-11-12 2025-09-30 13F WATSCO COM 942622200 40 0 0.00 16 -5.88 0.0067
2025-08-06 2025-06-30 13F WATSCO COM 942622200 40 0 0.00 18 -15.00 0.0084
2025-05-08 2025-03-31 13F WATSCO COM 942622200 40 0 0.00 20 11.11 0.0113
2025-01-22 2024-12-31 13F WATSCO COM 942622200 40 0 0.00 19 -5.26 0.0099
2024-11-07 2024-09-30 13F WATSCO COM 942622200 40 0 0.00 20 5.56 0.0106
2024-08-06 2024-06-30 13F WATSCO COM 942622200 40 0 0.00 19 5.88 0.0109
2024-04-25 2024-03-31 13F WATSCO COM 942622200 40 0 0.00 17 0.00 0.0101
2024-01-17 2023-12-31 13F WATSCO COM 942622200 40 0 0.00 17 13.33 0.0111
2023-10-11 2023-09-30 13F WATSCO COM 942622200 40 0 0.00 15 0.00 0.0108
2023-07-11 2023-06-30 13F WATSCO COM 942622200 40 0 0.00 15 25.00 0.0102
2023-04-24 2023-03-31 13F WATSCO COM 942622200 40 0 0.00 13 33.33 0.0089
2023-01-11 2022-12-31 13F WATSCO COM 942622200 40 0 0.00 10 -10.00 0.0071
2022-11-02 2022-09-30 13F WATSCO COM 942622200 40 0 0.00 10 0.00 0.0080
2022-07-21 2022-06-30 13F WATSCO COM 942622200 40 0 0.00 10 -16.67 0.0074
2022-04-28 2022-03-31 13F WATSCO COM 942622200 40 0 0.00 12 -7.69 0.0070
2022-01-18 2021-12-31 13F WATSCO COM 942622200 40 0 0.00 13 18.18 0.0068
2021-10-26 2021-09-30 13F WATSCO COM 942622200 40 0 0.00 11 0.00 0.0063
2021-08-03 2021-06-30 13F WATSCO COM 942622200 40 0 0.00 11 10.00 0.0062
2021-04-29 2021-03-31 13F WATSCO COM 942622200 40 0 0.00 10 11.11 0.0065
2021-02-02 2020-12-31 13F WATSCO COM 942622200 40 0 0.00 9 0.00 0.0065
2020-10-19 2020-09-30 13F WATSCO COM 942622200 40 0 0.00 9 28.57 0.0082
2020-08-04 2020-06-30 13F WATSCO COM 942622200 40 0 0.00 7 16.67 0.0077
2020-05-01 2020-03-31 13F/A-1 WATSCO COM 942622200 40 40 6 0.0076
2020-04-09 2020-03-31 13F WATSCO COM 942622200 40 6
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.