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JPL Wealth Management’s Ferguson FERG Stock Holding History

JPL 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
2026
Q1 		$8.9K Buy
+38
New +$9.25K ﹤0.01% 558
2025
Q4 		– Sell
-40
Closed -$9K – 461
2025
Q3 		$9K Buy
+40
New +$9.06K ﹤0.01% 562

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

JPL Wealth Management's FERG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Ferguson (FERG) in Q1 2026: 38 shares worth $8.9K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FERG as recently as Q3 2025.

JPL Wealth Management first reported a position in FERG in Q3 2025 and has held it in 2 quarters since. The position peaked at $9K in Q3 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • JPL Wealth Management held 38 shares of Ferguson worth $8.9K as of Q1 2026.
  • Ferguson was a new JPL Wealth Management position in Q1 2026.
  • Ferguson made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #558 holding.
  • JPL Wealth Management first reported a position in Ferguson in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Ferguson position peaked at $9K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

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