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Jim Simons's Watsco, Inc. (WSO) position

Yes: as of Q1 2026, Jim Simons holds 216K shares of WSO worth $79M (0.1% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$79M
Shares held
216K
% of portfolio
0.1%
Est. average buy price (i)
$398.71
Quarter-end price
$363.79

Estimated trade prices

Average price in quarters with purchases
$355.81
Average prices in quarters with sales
  • Q1 2026: $387.47 (89K shares sold)
  • Q1 2025: $492.90 (24K shares sold)
  • Q1 2023: $293.75 (173K shares sold)
  • Q2 2022: $263.17 (21K shares sold)
  • Q1 2022: $285.22 (24K shares sold)
  • Q2 2021: $286.30 (126K shares sold)

WSO price vs Simons's position

1Y 3Y 5Y MAX
Dates
$200$400$60020222023202420252026Added 50K shares (101.4%) · Q3 2021. Average closing price $280.42 · Price range $264.62–$295.4750KsharespurchasedAdded 43K shares (42.6%) · Q4 2021. Average closing price $296.23 · Price range $267.37–$315.9643KsharespurchasedSold 24K shares (16.5%) · Q1 2022. Average closing price $285.22 · Price range $256.28–$311.3224KsharessoldSold 21K shares (17.9%) · Q2 2022. Average closing price $263.17 · Price range $226.94–$305.5221KsharessoldAdded 70K shares (71.1%) · Q3 2022. Average closing price $270.99 · Price range $240.98–$305.4870KsharespurchasedAdded 46K shares (27.4%) · Q4 2022. Average closing price $262.94 · Price range $238.59–$283.2346KsharespurchasedSold 173K shares (81.2%) · Q1 2023. Average closing price $293.75 · Price range $255.38–$324.10173KsharessoldNew position of 27K shares · Q3 2024. Average closing price $480.65 · Price range $448.66–$519.8927KsharespurchasedAdded 36K shares (134.6%) · Q4 2024. Average closing price $506.45 · Price range $466.42–$568.7836KsharespurchasedSold 24K shares (39.1%) · Q1 2025. Average closing price $492.90 · Price range $463.86–$530.7524KsharessoldAdded 11K shares (28.2%) · Q2 2025. Average closing price $463.89 · Price range $421.84–$520.6611KsharespurchasedAdded 90K shares (183.8%) · Q3 2025. Average closing price $427.59 · Price range $381.94–$489.9790KsharespurchasedAdded 167K shares (120.9%) · Q4 2025. Average closing price $357.06 · Price range $323.51–$414.90167KsharespurchasedSold 89K shares (29.1%) · Q1 2026. Average closing price $387.47 · Price range $347.20–$427.5889Ksharessold← Earlier —1 sell
Average closing price · filing quarter
$387.47
Price range · filing quarter
$347.20 – $427.58
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Reduced −89K −$34M −29.1% 216K May 14, 2026
Q4 2025 Added +167K +$60M +120.9% 305K Feb 12, 2026
Q3 2025 Added +90K +$38M +183.8% 138K Nov 13, 2025
Q2 2025 Added +11K +$5.0M +28.2% 49K Aug 13, 2025
Q1 2025 Reduced −24K −$12M −39.1% 38K May 14, 2025
Q4 2024 Added +36K +$18M +134.6% 62K Feb 13, 2025
Q3 2024 New +27K +$13M – 27K Nov 13, 2024
Q1 2023 Reduced −173K −$51M −81.2% 40K May 12, 2023
Q4 2022 Added +46K +$12M +27.4% 213K Feb 13, 2023
Q3 2022 Added +70K +$19M +71.1% 168K Nov 14, 2022
Q2 2022 Reduced −21K −$5.6M −17.9% 98K Aug 12, 2022
Q1 2022 Reduced −24K −$6.7M −16.5% 119K May 13, 2022
Q4 2021 Added +43K +$13M +42.6% 143K Feb 11, 2022
Q3 2021 Added +50K +$14M +101.4% 100K Nov 12, 2021
Q2 2021 Reduced −126K −$36M −71.7% 50K Aug 13, 2021
Q1 2021 First covered – – – 176K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
16 grouped rows from 16 quarters

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Common questions

Does Jim Simons own WSO?

Yes. As of Q1 2026, Jim Simons disclosed 216K shares of WSO, worth $79M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jim Simons buy WSO?

Jim Simons held WSO since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jim Simons sell WSO?

The quarter-by-quarter table above shows each sale and reduction Jim Simons disclosed in WSO. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of WSO does Jim Simons own?

Jim Simons disclosed 216K shares of WSO as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jim Simons pay for WSO?

Jim Simons's estimated average buy price for WSO is $398.71, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.