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 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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Pinnacle Wealth Management Advisory Group's AJG Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Arthur J. Gallagher & Co (AJG) stake by 0.52% in Q1 2026, selling an estimated $1.16K and leaving 959 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #509.

Pinnacle Wealth Management Advisory Group first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $340K in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 959 shares of Arthur J. Gallagher & Co worth $208K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 5 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.16K.
Arthur J. Gallagher & Co made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #509 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
Pinnacle Wealth Management Advisory Group's Arthur J. Gallagher & Co position peaked at $340K in Q1 2025.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.