CM Wealth Advisors
FERG icon

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
Q3 		$279K Sell
1,250
-77
-6% -$17.8K 0.05% 148
2026
Q2 		$316K Hold
1,327
– – 0.06% 139
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CM Wealth Advisors's FERG Position: Q3 2026 in Review

CM Wealth Advisors reduced its Ferguson (FERG) stake by 5.8% in Q3 2026, selling an estimated $17.8K and leaving 1,250 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #148.

CM Wealth Advisors first reported a position in FERG in Q1 2023 and has held it in 6 quarters since. The position peaked at $487K in Q1 2023. 672 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • CM Wealth Advisors held 1,250 shares of Ferguson worth $279K as of Q3 2026.
  • CM Wealth Advisors sold 77 Ferguson shares in Q3 2026, an estimated $17.8K.
  • Ferguson made up 0.05% of CM Wealth Advisors's portfolio in Q3 2026, its #148 holding.
  • CM Wealth Advisors first reported a position in Ferguson in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's Ferguson position peaked at $487K in Q1 2023.
  • 672 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.