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John Armitage’s Ferguson FERG Stock Holding History

John Armitage’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
Q2 		$239M Buy
1,006,024
+371,766
+59% +$89.7M 2.31% 13
2026
Q1 		$148M Sell
634,258
-374,056
-37% -$91M 1.64% 19
2025
Q4 		$224M Sell
1,008,314
-1,591,910
-61% -$380M 2.44% 16
2025
Q3 		$584M Buy
2,600,224
+366,898
+16% +$83.1M 6.16% 5
2025
Q2 		$486M Buy
+2,233,326
New +$411M 4.99% 7

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

John Armitage's FERG Position: Q2 2026 in Review

John Armitage increased its Ferguson (FERG) stake by 59% in Q2 2026, buying an estimated $89.7M and bringing the position to 1,006,024 shares worth $239M. The position accounts for 2.31% of the portfolio, ranked #13.

John Armitage first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $584M in Q3 2025. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • John Armitage held 1,006,024 shares of Ferguson worth $239M as of Q2 2026.
  • John Armitage bought 371,766 Ferguson shares in Q2 2026, an estimated $89.7M.
  • Ferguson made up 2.31% of John Armitage's portfolio in Q2 2026, its #13 holding.
  • John Armitage first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • John Armitage's Ferguson position peaked at $584M in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.