WCM Investment Management’s Ferguson FERG Stock Holding History

WCM 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	$973M	Sell	4,348,417 -57,678	-1%	-$14M	2.22%	17
2025 Q4	$994M	Buy	+4,406,095	New	+$1.05B	2.05%	18
2025 Q1	–	Sell	-805,533	Closed	-$140M	–	284
2024 Q4	$140M	Sell	805,533 -778	-0.1%	-$155K	0.33%	46
2024 Q3	$163M	Sell	806,311 -384,737	-32%	-$77.9M	0.37%	44
2024 Q2	$230M	Sell	1,191,048 -15,526	-1%	-$3.26M	0.54%	43
2024 Q1	$264M	Sell	1,206,574 -49,087	-4%	-$9.78M	0.63%	42
2023 Q4	$242M	Sell	1,255,661 -609,862	-33%	-$103M	0.67%	37
2023 Q3	$307M	Sell	1,865,523 -33,232	-2%	-$5.25M	0.9%	37
2023 Q2	$300M	Buy	1,898,755 +319,707	+20%	+$45.5M	0.89%	37
2023 Q1	$211M	Buy	1,579,048 +49,673	+3%	+$6.9M	0.68%	41
2022 Q4	$194M	Sell	1,529,375 -171,196	-10%	-$19.9M	0.65%	42
2022 Q3	$177M	Sell	1,700,571 -37,847	-2%	-$4.42M	0.64%	41
2022 Q2	$198M	Buy	1,738,418 +5,888	+0.3%	+$713K	0.71%	41
2022 Q1	$232M	Buy	+1,732,530	New	+$267M	0.65%	39

Other funds holding FERG

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

WCM Investment Management reduced its Ferguson (FERG) stake by 1.3% in Q1 2026, selling an estimated $14M and leaving 4,348,417 shares worth $973M. The position accounts for 2.22% of the portfolio, ranked #17.

WCM Investment Management first reported a position in FERG in Q1 2022 and has held it in 14 quarters since. The position peaked at $994M in Q4 2025. 927 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

WCM Investment Management held 4,348,417 shares of Ferguson worth $973M as of Q1 2026.
WCM Investment Management sold 57,678 Ferguson shares in Q1 2026, an estimated $14M.
Ferguson made up 2.22% of WCM Investment Management's portfolio in Q1 2026, its #17 holding.
WCM Investment Management first reported a position in Ferguson in Q1 2022 and has held it in 14 quarters since.
WCM Investment Management's Ferguson position peaked at $994M in Q4 2025.
927 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.