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

IHT 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	-790	Closed	-$245K	–	1187
2025 Q3	$245K	Buy	790 +116	+17%	+$35K	0.01%	1033
2025 Q2	$216K	Hold	674	–	–	0.01%	1053
2025 Q1	$233K	Buy	+674	New	+$213K	0.01%	959
2024 Q4	–	Sell	-964	Closed	-$272K	–	1082
2024 Q3	$272K	Buy	+964	New	+$272K	0.01%	947
2018 Q2	–	Sell	-16	Closed	-$1K	–	440
2018 Q1	$1K	Hold	16	–	–	﹤0.01%	1563
2017 Q4	$1K	Hold	16	–	–	﹤0.01%	1554
2017 Q3	$1K	Hold	16	–	–	﹤0.01%	1277
2017 Q2	$1K	Hold	16	–	–	﹤0.01%	1275
2017 Q1	$1K	Hold	16	–	–	﹤0.01%	1135
2016 Q4	$1K	Buy	+16	New	+$805	﹤0.01%	1086

Other funds holding AJG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

IHT Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q4 2025, closing a stake of 790 shares — an estimated $245K sold.

IHT Wealth Management first reported a position in AJG in Q4 2016 and held it in 10 quarters. The position peaked at $272K in Q3 2024. 1,299 funds tracked by Wall St. Rank hold AJG as of Q4 2025.

IHT Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q4 2025 after selling out during the quarter.
IHT Wealth Management sold 790 Arthur J. Gallagher & Co shares in Q4 2025, an estimated $245K.
IHT Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2016 and held it in 10 quarters.
IHT Wealth Management's Arthur J. Gallagher & Co position peaked at $272K in Q3 2024.
1,299 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.