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CM Wealth Advisors’s Ferguson FERG Stock Holding History

CM Wealth Advisors’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 		$311K Hold
1,327
– – 0.07% 110
2025
Q4 		$295K Buy
+1,327
New +$317K 0.07% 114
2024
Q2 		– Sell
-933
Closed -$204K – 109
2024
Q1 		$204K Buy
+933
New +$186K 0.06% 180
2023
Q2 		– Sell
-3,637
Closed -$487K – 256
2023
Q1 		$487K Buy
+3,637
New +$506K 0.09% 260

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

CM Wealth Advisors's FERG Position: Q1 2026 in Review

CM Wealth Advisors held its Ferguson (FERG) position steady in Q1 2026 at 1,327 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #110.

CM Wealth Advisors first reported a position in FERG in Q1 2023 and has held it in 4 quarters since. The position peaked at $487K in Q1 2023. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • CM Wealth Advisors held 1,327 shares of Ferguson worth $311K as of Q1 2026.
  • CM Wealth Advisors left its Ferguson share count unchanged in Q1 2026.
  • Ferguson made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #110 holding.
  • CM Wealth Advisors first reported a position in Ferguson in Q1 2023 and has held it in 4 quarters since.
  • CM Wealth Advisors's Ferguson position peaked at $487K in Q1 2023.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.