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 Q2	$373K	Sell	5,008 -856	-15%	-$65.1K	0.07%	122
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CM Wealth Advisors's AIG Position: Q2 2026 in Review

CM Wealth Advisors reduced its American International (AIG) stake by 15% in Q2 2026, selling an estimated $65.1K and leaving 5,008 shares worth $373K. The position accounts for 0.07% of the portfolio, ranked #122.

CM Wealth Advisors first reported a position in AIG in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.72M in Q1 2023. 1,140 funds tracked by Wall St. Rank hold AIG as of Q2 2026.

CM Wealth Advisors held 5,008 shares of American International worth $373K as of Q2 2026.
CM Wealth Advisors sold 856 American International shares in Q2 2026, an estimated $65.1K.
American International made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #122 holding.
CM Wealth Advisors first reported a position in American International in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's American International position peaked at $2.72M in Q1 2023.
1,140 funds tracked by Wall St. Rank held American International as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.