LMCG Investments’s Ferguson FERG Stock Holding History

LMCG Investments’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	$1.84M	Hold	7,743	–	–	0.1%	142
2026 Q1	$1.81M	Buy	+7,743	New	+$1.88M	0.11%	136

Other funds holding FERG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LMCG Investments's FERG Position: Q2 2026 in Review

LMCG Investments held its Ferguson (FERG) position steady in Q2 2026 at 7,743 shares worth $1.84M. The position accounts for 0.1% of the portfolio, ranked #142.

LMCG Investments first reported a position in FERG in Q1 2026 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

LMCG Investments held 7,743 shares of Ferguson worth $1.84M as of Q2 2026.
LMCG Investments left its Ferguson share count unchanged in Q2 2026.
Ferguson made up 0.1% of LMCG Investments's portfolio in Q2 2026, its #142 holding.
LMCG Investments first reported a position in Ferguson in Q1 2026 and has held it in 2 quarters since.
948 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.