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July 2, 2025 6 mins

What are the best and worst performing stocks over the last year, that have plenty of retail shareholders?

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Episode Transcript

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Michael Thompson (00:03):
Welcome to Ask Fear and Greed, where we answer questions
about business, investing, economics, politics, and more. Are Michael Thompson
and hello, Sean Aylmer.

Sean Aylmer (00:11):
Hello Michael.

Michael Thompson (00:12):
Sean, today's question is all about investing. Right. What are
the best and worst performing stocks over the last year?
But there's a little bit extra to this. I want
to know about the ones that have plenty of retail shareholders,
plenty of kind of mum and dad investors, the ones
that are, kind of, the household names really, aren't they?

Sean Aylmer (00:33):
A very end of financial year question, Michael. Like it.

Michael Thompson (00:38):
Timely.

Sean Aylmer (00:40):
Last financiall year was pretty incredible because I think the
two most widely held stocks. When you say widely held,
it means the most number of investors, were two of
the best performing stocks on the market. That you have
to be able to guess that, Michael, Otherwise.

Michael Thompson (00:54):
I'm assuming Telstra.

Sean Aylmer (00:56):
Yeah, yeah, one point one million and eight hundred thousand shareholders.
The relief, the.

Michael Thompson (01:02):
Pressure anytime you ask me a question in the studio,
I don't know what it is. Just as my hands
start to sweat, my heart rate goes up. It is
just like being back at school or university.

Sean Aylmer (01:14):
So Telstra has got one point one million shareholders. It
had about one point four million back in two thousand
and six when the final tranche of Telstra was sold.
Sold over a ten year period in three tranches, you
actually picked up shares relatively cheap. That's why so many
people have them. Now got one point one million shareholders
and a phenomenal performance over the past twelve months, up

(01:36):
about thirty percent. Now interesting about Telstra, it's got a
lot of mum and Dad shareholders, but it's actually got
some really big shareholder as well. Like the Future Fund
holds a stack of shares. So that is to stand
out one in terms of numbers. But I think the
second largest in terms of the number of investors is

(01:57):
come Off Bank about eight hundred thousand. It of course
has had a cracking year up not that far off
fifty percent. We're spaking a lot about conn Wealth. But
we don't have to talk about them anymore, do we.

Michael Thompson (02:09):
All we know is that they just keep going up
and up and up and up. But can I just
ask when you mentioned these, when you say, say eight
hundred thousand shareholders, that's not necessarily including then everyone who
perhaps owned Commonwealth Bank shares through their superannuation.

Sean Aylmer (02:23):
Right, so mostly I might have my I might have
Commonwealth Bank shares in my own name, but then my fund, ye,
my super fund will have it in its name. So
that doesn't I don't get counted twice.

Michael Thompson (02:35):
Okay, So but it does mean that there are potentially
a whole lot more people that have invested interest in
Commonwealth Bank going well.

Sean Aylmer (02:41):
Yeah, but that's across the board. The other one, which
is really interesting the last twelve months is Quantas. Quantus
has a lot of shareholders, like it's been really popular
stock over the or different times over the years, up
more than seventy percent. Think about Quantus, which is sort
of interesting. You would think there'd be a bunch of
really big shareholders in that. There's not Pendles big shareholder.
I think it's got about five percent or something or other.

(03:03):
Otherwise there's not like a really dominant player in the
Quantus shareholding, which is interesting. The next one in line,
you have to think about it. This is a test
any thoughts used to be used to be an insurance company?
Used to be well, no, no, it is an insurance company.

(03:23):
I'm giving it away, an't I iog? Yes? One of
my badside assistance.

Michael Thompson (03:27):
Oh good.

Sean Aylmer (03:28):
Yeah, it's the former NRMA business in New South Wales.
It demutualized from the road service in two thousand and
two became IAG. It's probably got about five hundred thousand shareholders.
It is not actually easy to find these numbers.

Michael Thompson (03:41):
I was going to say, these are they are? They
are tricky numbers to actually ascertain, aren't.

Sean Aylmer (03:45):
Yeah, yeah, totally and they don't. I mean, come off
Bank does and Telstra does, but IAG wasn't easy to find.
Quantus wasn't easy to find. So I'm guessing iog's about
five hundred thousand north of that. They a lot of
the roadside assist members kind of came across and got
shares as part of that. That's why they've got so

(04:05):
many id share price up thirty four percent over the
past twelve months. A bunch of really well performing stocks JB,
High Fi, Brandble Zero not that widely held though, so
I would say in order Telstra, Commwealth Bank. I don't
know where nab A and Z and West Packford in

(04:26):
because they're around this as well. But IAG in quantas.

Michael Thompson (04:29):
Just very quickly because we are running out of time.
What about the flip side the stocks that haven't done
so well and probably actually also have a pretty significant
number of investors who would potentially be quite disappointed.

Sean Aylmer (04:42):
Yes, look, stand out, there's BHP, probably tops of list
most mums and dads investors that's been disappointed over the
last year. It's share price down about fifteen percent. Another
one which might be a bit of a surprise is
South thirty two, the diversified minor, but that was spun
out of BHP's A lot of BHP shareholders ended up
South thirty two shares, so it's down about twenty percent

(05:02):
out of the past twelve months, so that hasn't done
so well. The other contender is CSL. It's Australia's third
largest company. Doesn't really have the same number of shareholders
as the big banks and minors in Telstra, but it's
been really popular with smaller investors where it was up
until a couple of years ago. Its share prices is
down about twenty percent, so the duds so to speak,

(05:25):
in terms of mums and dads, retail investors, BHP, CSL,
South thirty two.

Michael Thompson (05:30):
It's a very good time to remind everybody that we
are not an investing podcast and you should seek professional
advice before making investment decisions. It also reminds me, actually,
do not let me forget, because I want to ask
you in another episode of Ask Fear and Greed about
agms annual general meetings, because I mean, they get quite
interesting when you've got one point one million shareholders and
trying to do.

Sean Aylmer (05:50):
Those, and I know there was a lot going for
the scones.

Michael Thompson (05:53):
Yeah, indeed, And I want to talk to you then
about kind of why it matters, why agms are important,
why shareholders should if they can, kind of pay attention
to those. But we'll do that on another one. Thank
you very much, Sean.

Sean Aylmer (06:04):
Thanks Michael.

Michael Thompson (06:05):
If you've got your own question, jump onto the website Fearangreed,
dot com dot au send it on through there, any
of the social media platforms are Michael Thompson gonna stay
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