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Thornburg Investment Management’s Argan AGX Stock Holding History

Thornburg Investment Management’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.86M Sell
9,843
-15,005
-60% -$9.98M 0.08% 82
2026
Q1 		$13.5M Buy
24,848
+237
+1% +$96.6K 0.14% 69
2025
Q4 		$7.71M Sell
24,611
-4,638
-16% -$1.47M 0.1% 98
2025
Q3 		$7.9M Sell
29,249
-1,006
-3% -$231K 0.1% 100
2025
Q2 		$6.67M Hold
30,255
– – 0.09% 111
2025
Q1 		$3.97M Buy
+30,255
New +$4.22M 0.06% 144

Other funds holding AGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Thornburg Investment Management's AGX Position: Q2 2026 in Review

Thornburg Investment Management reduced its Argan (AGX) stake by 60% in Q2 2026, selling an estimated $9.98M and leaving 9,843 shares worth $7.86M. The position accounts for 0.08% of the portfolio, ranked #82.

Thornburg Investment Management first reported a position in AGX in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.5M in Q1 2026. 562 funds tracked by Wall St. Rank hold AGX as of Q2 2026.

  • Thornburg Investment Management held 9,843 shares of Argan worth $7.86M as of Q2 2026.
  • Thornburg Investment Management sold 15,005 Argan shares in Q2 2026, an estimated $9.98M.
  • Argan made up 0.08% of Thornburg Investment Management's portfolio in Q2 2026, its #82 holding.
  • Thornburg Investment Management first reported a position in Argan in Q1 2025 and has held it in 6 quarters since.
  • Thornburg Investment Management's Argan position peaked at $13.5M in Q1 2026.
  • 562 funds tracked by Wall St. Rank held Argan as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.