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Forum Financial Management’s American International AIG Stock Holding History

Forum Financial Management’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 		– Sell
-12,287
Closed -$1.05M – 352
2025
Q4 		$1.05M Sell
12,287
-42
-0.3% -$3.36K 0.01% 240
2025
Q3 		$968K Buy
12,329
+17
+0.1% +$1.36K 0.01% 245
2025
Q2 		$1.05M Sell
12,312
-7
-0.1% -$583 0.02% 209
2025
Q1 		$1.07M Buy
+12,319
New +$957K 0.02% 192
2024
Q4 		– Sell
-12,162
Closed -$891K – 902
2024
Q3 		$891K Sell
12,162
-11
-0.1% -$820 0.01% 203
2024
Q2 		$904K Buy
12,173
+128
+1% +$9.79K 0.02% 189
2024
Q1 		$942K Buy
12,045
+1
+0% +$71 0.02% 200
2023
Q4 		$816K Buy
12,044
+1
+0% +$64 0.02% 191
2023
Q3 		$730K Buy
12,043
+1
+0% +$60 0.02% 207
2023
Q2 		$693K Sell
12,042
-22
-0.2% -$1.18K 0.02% 222
2023
Q1 		$608K Buy
12,064
+260
+2% +$15.2K 0.02% 223
2022
Q4 		$746K Buy
11,804
+88
+0.8% +$5.12K 0.02% 182
2022
Q3 		$556K Sell
11,716
-1,627
-12% -$85.5K 0.03% 201
2022
Q2 		$682K Buy
13,343
+979
+8% +$56.9K 0.03% 174
2022
Q1 		$776K Buy
12,364
+718
+6% +$43.2K 0.04% 166
2021
Q4 		$662K Buy
+11,646
New +$663K 0.03% 186

Other funds holding AIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Forum Financial Management's AIG Position: Q1 2026 in Review

Forum Financial Management sold out of American International (AIG) in Q1 2026, closing a stake of 12,287 shares — an estimated $1.05M sold.

Forum Financial Management first reported a position in AIG in Q4 2021 and held it in 16 quarters. The position peaked at $1.07M in Q1 2025. 1,118 funds tracked by Wall St. Rank hold AIG as of Q1 2026.

  • Forum Financial Management reported no remaining American International position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 12,287 American International shares in Q1 2026, an estimated $1.05M.
  • Forum Financial Management first reported a position in American International in Q4 2021 and held it in 16 quarters.
  • Forum Financial Management's American International position peaked at $1.07M in Q1 2025.
  • 1,118 funds tracked by Wall St. Rank held American International as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.