MIM
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MTM Investment Management’s Ferguson FERG Stock Holding History

MTM Investment 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
Q2 		$7.12K Hold
30
– – ﹤0.01% 564
2026
Q1 		$7K Hold
30
– – ﹤0.01% 566
2025
Q4 		$6.68K Hold
30
– – ﹤0.01% 570
2025
Q3 		$6.74K Hold
30
– – ﹤0.01% 576
2025
Q2 		$6.53K Buy
+30
New +$5.52K ﹤0.01% 586

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

MTM Investment Management's FERG Position: Q2 2026 in Review

MTM Investment Management held its Ferguson (FERG) position steady in Q2 2026 at 30 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

MTM Investment Management first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • MTM Investment Management held 30 shares of Ferguson worth $7.12K as of Q2 2026.
  • MTM Investment Management left its Ferguson share count unchanged in Q2 2026.
  • Ferguson made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #564 holding.
  • MTM Investment Management first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.