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

Cornerstone 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
2025 Q4	–	Sell	-695	Closed	-$215K	–	691
2025 Q3	$215K	Buy	695 +2	+0.3%	+$603	0.01%	628
2025 Q2	$222K	Hold	693	–	–	0.01%	589
2025 Q1	$239K	Buy	+693	New	+$219K	0.02%	529
2022 Q1	–	Sell	-1,280	Closed	-$217K	–	463
2021 Q4	$217K	Buy	+1,280	New	+$209K	0.02%	468
2018 Q4	–	Sell	-41,087	Closed	-$667K	–	354
2018 Q3	$667K	Sell	41,087 -2,441	-6%	-$175K	0.01%	824
2018 Q2	$667K	Buy	+43,528	New	+$2.95M	0.01%	910

Other funds holding AJG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Cornerstone Wealth Management's AJG Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 695 shares — an estimated $215K sold.

Cornerstone Wealth Management first reported a position in AJG in Q2 2018 and held it in 6 quarters. The position peaked at $667K in Q3 2018. 1,298 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

Cornerstone Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 695 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $215K.
Cornerstone Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2018 and held it in 6 quarters.
Cornerstone Wealth Management's Arthur J. Gallagher & Co position peaked at $667K in Q3 2018.
1,298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.