IMA Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$433 Hold
2
﹤0.01% 880
2025
Q4
$517 Hold
2
﹤0.01% 857
2025
Q3
$619 Hold
2
﹤0.01% 394
2025
Q2
$640 Buy
+2
New +$659 ﹤0.01% 377
2019
Q1
Sell
-197
Closed -$15K 281
2018
Q4
$15K Hold
197
0.01% 197
2018
Q3
$15K Hold
197
0.01% 203
2018
Q2
$13K Buy
+197
New +$13.3K 0.01% 245

Other funds holding AJG

IMA Advisory Services's AJG Position: Q1 2026 in Review

IMA Advisory Services held its Arthur J. Gallagher & Co (AJG) position steady in Q1 2026 at 2 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #880.

IMA Advisory Services first reported a position in AJG in Q2 2018 and has held it in 7 quarters since. The position peaked at $15K in Q4 2018. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • IMA Advisory Services held 2 shares of Arthur J. Gallagher & Co worth $433 as of Q1 2026.
  • IMA Advisory Services left its Arthur J. Gallagher & Co share count unchanged in Q1 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #880 holding.
  • IMA Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2018 and has held it in 7 quarters since.
  • IMA Advisory Services's Arthur J. Gallagher & Co position peaked at $15K in Q4 2018.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.