AWM
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Athena Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Athena Wealth Management’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-811
Closed -$210K – 108
2025
Q4 		$210K Buy
+811
New +$215K 0.2% 100

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Athena Wealth Management's AJG Position: Q1 2026 in Review

Athena Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 811 shares — an estimated $210K sold.

Athena Wealth Management first reported a position in AJG in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Athena Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • Athena Wealth Management sold 811 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $210K.
  • Athena Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 1 quarter.
  • Athena Wealth Management's Arthur J. Gallagher & Co position peaked at $210K in Q4 2025.
  • 1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Athena Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.