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LBMC Investment Advisors’s Aon AON Stock Holding History

LBMC Investment Advisors’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.03M Buy
9,127
+14
+0.2% +$4.52K 0.16% 65
2026
Q1 		$2.94M Sell
9,113
-278
-3% -$92.4K 0.18% 61
2025
Q4 		$3.31M Hold
9,391
– – 0.2% 57
2025
Q3 		$3.35M Hold
9,391
– – 0.21% 57
2025
Q2 		$3.35M Hold
9,391
– – 0.24% 53
2025
Q1 		$3.75M Sell
9,391
-11,357
-55% -$4.35M 0.29% 44
2024
Q4 		$7.45M Buy
+20,748
New +$7.63M 0.59% 27

Other funds holding AON

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LBMC Investment Advisors's AON Position: Q2 2026 in Review

LBMC Investment Advisors increased its Aon (AON) stake by 0.15% in Q2 2026, buying an estimated $4.52K and bringing the position to 9,127 shares worth $3.03M. The position accounts for 0.16% of the portfolio, ranked #65.

LBMC Investment Advisors first reported a position in AON in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.45M in Q4 2024. 1,266 funds tracked by Wall St. Rank hold AON as of Q2 2026.

  • LBMC Investment Advisors held 9,127 shares of Aon worth $3.03M as of Q2 2026.
  • LBMC Investment Advisors bought 14 Aon shares in Q2 2026, an estimated $4.52K.
  • Aon made up 0.16% of LBMC Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • LBMC Investment Advisors first reported a position in Aon in Q4 2024 and has held it in 7 quarters since.
  • LBMC Investment Advisors's Aon position peaked at $7.45M in Q4 2024.
  • 1,266 funds tracked by Wall St. Rank held Aon as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.