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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
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 $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

MTM Investment Management's FERG Position: Q1 2026 in Review

MTM Investment Management held its Ferguson (FERG) position steady in Q1 2026 at 30 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

MTM Investment Management first reported a position in FERG in Q2 2025 and has held it in 4 quarters since. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

  • MTM Investment Management held 30 shares of Ferguson worth $7K as of Q1 2026.
  • MTM Investment Management left its Ferguson share count unchanged in Q1 2026.
  • Ferguson made up ﹤0.01% of MTM Investment Management's portfolio in Q1 2026, its #566 holding.
  • MTM Investment Management first reported a position in Ferguson in Q2 2025 and has held it in 4 quarters since.
  • 927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.