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

Iams 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
2026
Q2 		$2.12M Sell
9,216
-2,277
-20% -$483K 0.64% 47
2026
Q1 		$2.49M Buy
11,493
+1,936
+20% +$447K 0.87% 35
2025
Q4 		$2.47M Buy
9,557
+1,438
+18% +$381K 0.89% 32
2025
Q3 		$2.52M Buy
8,119
+1,285
+19% +$387K 1.01% 28
2025
Q2 		$2.19M Sell
6,834
-308
-4% -$102K 1% 27
2025
Q1 		$2.47M Sell
7,142
-820
-10% -$259K 1.13% 23
2024
Q4 		$2.26M Buy
7,962
+3,138
+65% +$913K 1.03% 27
2024
Q3 		$1.36M Sell
4,824
-32
-0.7% -$9.03K 0.67% 46
2024
Q2 		$1.26M Buy
4,856
+523
+12% +$130K 0.69% 48
2024
Q1 		$1.06M Sell
4,333
-242
-5% -$58.2K 0.65% 51
2023
Q4 		$1.03M Sell
4,575
-622
-12% -$147K 0.67% 49
2023
Q3 		$1.18M Buy
+5,197
New +$1.16M 0.82% 40
2023
Q2 		– Sell
-4,590
Closed -$955K – 133
2023
Q1 		$871K Buy
4,590
+1,712
+59% +$325K 0.72% 53
2022
Q4 		$543K Buy
+2,878
New +$538K 0.55% 61

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Iams Wealth Management's AJG Position: Q2 2026 in Review

Iams Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 20% in Q2 2026, selling an estimated $483K and leaving 9,216 shares worth $2.12M. The position accounts for 0.64% of the portfolio, ranked #47.

Iams Wealth Management first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.52M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Iams Wealth Management held 9,216 shares of Arthur J. Gallagher & Co worth $2.12M as of Q2 2026.
  • Iams Wealth Management sold 2,277 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $483K.
  • Arthur J. Gallagher & Co made up 0.64% of Iams Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Iams Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Arthur J. Gallagher & Co position peaked at $2.52M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.