AIM
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Anchor Investment Management’s Ferguson FERG Stock Holding History

Anchor Investment Management’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$131K Hold
562
– – 0.01% 444
2025
Q4 		$125K Hold
562
– – 0.01% 441
2025
Q3 		$126K Hold
562
– – 0.01% 441
2025
Q2 		$122K Hold
562
– – 0.01% 438
2025
Q1 		$90K Hold
562
– – 0.01% 479
2024
Q4 		$97.5K Hold
562
– – 0.01% 467
2024
Q3 		$112K Buy
+562
New +$114K 0.01% 446

Other funds holding FERG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Anchor Investment Management's FERG Position: Q1 2026 in Review

Anchor Investment Management held its Ferguson (FERG) position steady in Q1 2026 at 562 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #444.

Anchor Investment Management first reported a position in FERG in Q3 2024 and has held it in 7 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • Anchor Investment Management held 562 shares of Ferguson worth $131K as of Q1 2026.
  • Anchor Investment Management left its Ferguson share count unchanged in Q1 2026.
  • Ferguson made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #444 holding.
  • Anchor Investment Management first reported a position in Ferguson in Q3 2024 and has held it in 7 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.