ACM
AGX icon

Azarias Capital Management’s Argan AGX Stock Holding History

Azarias Capital Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Hold
378
– – 0.13% 23
2026
Q1 		$206K Buy
+378
New +$154K 0.09% 24
2024
Q3 		– Sell
-46,890
Closed -$3.43M – 21
2024
Q2 		$3.43M Sell
46,890
-121,829
-72% -$7.98M 1.54% 21
2024
Q1 		$8.53M Sell
168,719
-11,806
-7% -$554K 3.58% 14
2023
Q4 		$8.45M Buy
180,525
+7,382
+4% +$337K 3.76% 13
2023
Q3 		$7.88M Buy
173,143
+47,332
+38% +$1.95M 3.89% 12
2023
Q2 		$4.96M Buy
125,811
+18,047
+17% +$730K 4.15% 9
2023
Q1 		$4.36M Sell
107,764
-53,228
-33% -$2.09M 3.94% 12
2022
Q4 		$5.94M Sell
160,992
-8,940
-5% -$314K 5.43% 8
2022
Q3 		$5.47M Buy
169,932
+44,414
+35% +$1.57M 5.98% 6
2022
Q2 		$4.68M Buy
125,518
+30,215
+32% +$1.16M 5.1% 12
2022
Q1 		$3.87M Sell
95,303
-5,071
-5% -$199K 3.36% 16
2021
Q4 		$3.88M Buy
+100,374
New +$4.2M 3.48% 15

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Azarias Capital Management's AGX Position: Q2 2026 in Review

Azarias Capital Management held its Argan (AGX) position steady in Q2 2026 at 378 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #23.

Azarias Capital Management first reported a position in AGX in Q4 2021 and has held it in 13 quarters since. The position peaked at $8.53M in Q1 2024. 563 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Azarias Capital Management held 378 shares of Argan worth $302K as of Q2 2026.
  • Azarias Capital Management left its Argan share count unchanged in Q2 2026.
  • Argan made up 0.13% of Azarias Capital Management's portfolio in Q2 2026, its #23 holding.
  • Azarias Capital Management first reported a position in Argan in Q4 2021 and has held it in 13 quarters since.
  • Azarias Capital Management's Argan position peaked at $8.53M in Q1 2024.
  • 563 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Azarias Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.