Portfolio Holdings Increase
Ferguson Wellman Capital Management Increases Holdings Across Major Investment Portfolio
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Key Points
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After the purchase, Ferguson Wellman held 270,221 shares of the iShares Core S&P Small-Cap ETF, valued at $36.761 million in its latest filing.
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For Union Pacific, 1,382 institutional investors increased their positions in the most recent quarter, while 1,067 reduced them.
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The article reports that AMD insiders made 142 open-market stock sales in the prior six months and no purchases; CEO Lisa Su accounted for 84 sales totaling 360,000 shares.
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The report says Johnson & Johnson insiders made 11 open-market trades over the prior six months, all sales and none purchases; CEO and Chairman Joaquin Duato sold 171,771 shares in four transactions.
Ferguson Wellman Capital Management expanded its portfolio in the third quarter, adding shares across four major investments. The firm increased its stake in the iShares Core S&P Small-Cap ETF by 2.4%, bringing its total holding to 270,221 shares valued at $36.761 million watchlistnews. The purchases also included 112,196 shares of Union Pacific, 193,905 shares of Johnson & Johnson, and 137,995 shares of Advanced Micro Devices, according to quiverquant filings for the quarter ending September 30, 2026.
Mixed Signals From Institutional Investors on Union Pacific
Ferguson Wellman's addition to Union Pacific reflects broader interest in the railroad company. quiverquant reports that 1,382 institutional investors increased their positions in Union Pacific during the most recent quarter. However, the move is not universal — 1,067 institutional investors reduced their stakes during the same period.
AMD Insiders Selling Despite Ferguson Wellman's Purchase
Ferguson Wellman's 137,995-share addition to Advanced Micro Devices contrasts sharply with insider activity. quiverquant found that AMD insiders made 142 open-market stock sales in the prior six months with zero purchases. CEO Lisa Su led the selling, accounting for 84 of those sales totaling 360,000 shares.
Johnson & Johnson Executives Trimming Holdings
Johnson & Johnson also shows insider selling pressure. quiverquant reports that company insiders made 11 open-market trades over six months — all sales, no purchases. CEO and Chairman Joaquin Duato sold 171,771 shares across four transactions, signaling executive skepticism about near-term prospects.
Ferguson Wellman Cuts iShares Russell Value ETF Holdings
While Ferguson Wellman built positions in small-cap and individual stocks, it dramatically reduced exposure to large-cap value. watchlistnews reported that the firm cut its holdings in the iShares Russell 1000 Value ETF by 85.1% during the third quarter, signaling a shift away from traditional value investing.
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