CM Wealth Advisors’s American International AIG Stock Holding History

CM Wealth Advisors’s Portfolio AIG Stock Details AIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$441K	Sell	5,864 -2,825	-33%	-$216K	0.09%	90
2025 Q4	$743K	Buy	+8,689	New	+$695K	0.17%	58
2024 Q2	–	Sell	-10,377	Closed	-$833K	–	80
2024 Q1	$833K	Buy	+10,377	New	+$741K	0.24%	41
2023 Q3	–	Sell	-11,289	Closed	-$679K	–	81
2023 Q2	$679K	Sell	11,289 -42,196	-79%	-$2.27M	0.22%	52
2023 Q1	$2.72M	Buy	+53,485	New	+$3.12M	0.53%	27

Other funds holding AIG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

CM Wealth Advisors's AIG Position: Q1 2026 in Review

CM Wealth Advisors reduced its American International (AIG) stake by 33% in Q1 2026, selling an estimated $216K and leaving 5,864 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #90.

CM Wealth Advisors first reported a position in AIG in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.72M in Q1 2023. 1,112 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

CM Wealth Advisors held 5,864 shares of American International worth $441K as of Q1 2026.
CM Wealth Advisors sold 2,825 American International shares in Q1 2026, an estimated $216K.
American International made up 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #90 holding.
CM Wealth Advisors first reported a position in American International in Q1 2023 and has held it in 5 quarters since.
CM Wealth Advisors's American International position peaked at $2.72M in Q1 2023.
1,112 funds tracked by Wall St. Rank held American International as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.