Ferguson Wellman Capital Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Ferguson Wellman Capital Management’s Portfolio SI Stock Details SI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$32.6M	Sell	210,132 -538	-0.3%	-$83.6K	0.39%	59
2026 Q2	$33.9M	Buy	210,670 +655	+0.3%	+$105K	0.41%	55
2026 Q1	$25.6M	Buy	+210,015	New	+$25.6M	0.35%	65
2018 Q4	–	Sell	-3,466	Closed	-$221K	–	380
2018 Q3	$221K	Sell	3,466 -140	-4%	-$8.93K	0.01%	312
2018 Q2	$238K	Sell	3,606 -1,510	-30%	-$99.7K	0.01%	311
2018 Q1	$327K	Sell	5,116 -89,991	-95%	-$5.75M	0.01%	283
2017 Q4	$6.59M	Sell	95,107 -260	-0.3%	-$18K	0.23%	112
2017 Q3	$6.75M	Sell	95,367 -814	-0.8%	-$57.6K	0.24%	109
2017 Q2	$6.65M	Buy	96,181 +2,635	+3%	+$182K	0.25%	104
2017 Q1	$6.41M	Buy	93,546 +47,828	+105%	+$3.28M	0.25%	105
2016 Q4	$5.6M	Buy	45,718 +25,236	+123%	+$3.09M	0.23%	110
2016 Q3	$2.4M	Buy	+20,482	New	+$2.4M	0.1%	138

Other funds holding SI

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return

ATC

Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Ferguson Wellman Capital Management's SI Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its SIEMENS AKTIENGESELLSCHAFT ADS (SI) stake by 0.26% in Q3 2026, selling an estimated $83.6K and leaving 210,132 shares worth $32.6M. The position accounts for 0.39% of the portfolio, ranked #59.

Ferguson Wellman Capital Management first reported a position in SI in Q3 2016 and has held it in 12 quarters since. The position peaked at $33.9M in Q2 2026. 11 funds tracked by Wall St. Rank hold SI as of Q3 2026.

Ferguson Wellman Capital Management held 210,132 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $32.6M as of Q3 2026.
Ferguson Wellman Capital Management sold 538 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q3 2026, an estimated $83.6K.
SIEMENS AKTIENGESELLSCHAFT ADS made up 0.39% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #59 holding.
Ferguson Wellman Capital Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2016 and has held it in 12 quarters since.
Ferguson Wellman Capital Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $33.9M in Q2 2026.
11 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.