BWM
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Buckley Wealth Management’s Ferguson FERG Stock Holding History

Buckley Wealth 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
2025
Q2 		– Sell
-5,112
Closed -$819K – 109
2025
Q1 		$819K Buy
5,112
+134
+3% +$23.2K 0.25% 69
2024
Q4 		$864K Buy
4,978
+53
+1% +$10.5K 0.26% 63
2024
Q3 		$978K Buy
4,925
+199
+4% +$40.3K 0.3% 62
2024
Q2 		$915K Sell
4,726
-14
-0.3% -$2.94K 0.29% 61
2024
Q1 		$1.04M Sell
4,740
-161
-3% -$32.1K 0.33% 57
2023
Q4 		$946K Sell
4,901
-41
-0.8% -$6.92K 0.33% 60
2023
Q3 		$813K Sell
4,942
-1,421
-22% -$224K 0.3% 60
2023
Q2 		$1M Buy
6,363
+1,249
+24% +$178K 0.34% 53
2023
Q1 		$684K Buy
5,114
+394
+8% +$54.8K 0.25% 70
2022
Q4 		$599K Buy
+4,720
New +$550K 0.22% 75

Other funds holding FERG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return