LWM Advisory Services’s Aon AON Stock Holding History

LWM Advisory Services’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 Q1	$418K	Buy	1,295 +447	+53%	+$149K	0.45%	51
2025 Q4	$299K	Buy	+848	New	+$296K	0.18%	71

Other funds holding AON

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LWM Advisory Services's AON Position: Q1 2026 in Review

LWM Advisory Services increased its Aon (AON) stake by 53% in Q1 2026, buying an estimated $149K and bringing the position to 1,295 shares worth $418K. The position accounts for 0.45% of the portfolio, ranked #51.

LWM Advisory Services first reported a position in AON in Q4 2025 and has held it in 2 quarters since. 1,252 funds tracked by Wall St. Rank hold AON as of Q1 2026.

LWM Advisory Services held 1,295 shares of Aon worth $418K as of Q1 2026.
LWM Advisory Services bought 447 Aon shares in Q1 2026, an estimated $149K.
Aon made up 0.45% of LWM Advisory Services's portfolio in Q1 2026, its #51 holding.
LWM Advisory Services first reported a position in Aon in Q4 2025 and has held it in 2 quarters since.
1,252 funds tracked by Wall St. Rank held Aon as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.