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

IMG 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
Q1 		– Sell
-29
Closed -$7.5K – 511
2025
Q4 		$7.5K Buy
29
+12
+71% +$3.18K ﹤0.01% 361
2025
Q3 		$5.27K Hold
17
– – ﹤0.01% 348
2025
Q2 		$5.44K Buy
+17
New +$5.6K ﹤0.01% 335

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IMG Wealth Management's AJG Position: Q1 2026 in Review

IMG Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q1 2026, closing a stake of 29 shares — an estimated $7.5K sold.

IMG Wealth Management first reported a position in AJG in Q2 2025 and held it in 3 quarters. The position peaked at $7.5K in Q4 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • IMG Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q1 2026 after selling out during the quarter.
  • IMG Wealth Management sold 29 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $7.5K.
  • IMG Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 3 quarters.
  • IMG Wealth Management's Arthur J. Gallagher & Co position peaked at $7.5K in Q4 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.