Pinnacle Wealth Management Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q2	$219K	Sell	953 -6	-0.6%	-$1.27K	0.01%	510
2026 Q1	$208K	Sell	959 -5	-0.5%	-$1.16K	0.01%	509
2025 Q4	$249K	Sell	964 -25	-3%	-$6.62K	0.02%	450
2025 Q3	$306K	Sell	989 -30	-3%	-$9.04K	0.02%	314
2025 Q2	$326K	Buy	1,019 +34	+3%	+$11.2K	0.03%	285
2025 Q1	$340K	Buy	985 +19	+2%	+$6K	0.03%	271
2024 Q4	$274K	Sell	966 -14	-1%	-$4.07K	0.03%	295
2024 Q3	$276K	Buy	980 +6	+0.6%	+$1.69K	0.03%	297
2024 Q2	$253K	Sell	974 -68	-7%	-$16.9K	0.03%	298
2024 Q1	$261K	Buy	1,042 +16	+2%	+$3.85K	0.03%	288
2023 Q4	$231K	Sell	1,026 -54	-5%	-$12.8K	0.03%	296
2023 Q3	$246K	Hold	1,080	–	–	0.03%	264
2023 Q2	$237K	Buy	1,080 +8	+0.7%	+$1.67K	0.03%	283
2023 Q1	$205K	Buy	+1,072	New	+$203K	0.03%	298

Other funds holding AJG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Pinnacle Wealth Management Advisory Group's AJG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Arthur J. Gallagher & Co (AJG) stake by 0.63% in Q2 2026, selling an estimated $1.27K and leaving 953 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #510.

Pinnacle Wealth Management Advisory Group first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $340K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 953 shares of Arthur J. Gallagher & Co worth $219K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 6 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.27K.
Arthur J. Gallagher & Co made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #510 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
Pinnacle Wealth Management Advisory Group's Arthur J. Gallagher & Co position peaked at $340K in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.