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Bernard Wealth Management’s American Airlines Group AAL Stock Holding History

Bernard Wealth Management’s Portfolio AAL Stock Details AAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.3K Hold
1,400
– – 0.01% 176
2026
Q1 		$15K Hold
1,400
– – 0.01% 206
2025
Q4 		$21.5K Sell
1,400
-1,000
-42% -$13.5K 0.01% 183
2025
Q3 		$27K Hold
2,400
– – 0.01% 166
2025
Q2 		$26.9K Hold
2,400
– – 0.01% 164
2025
Q1 		$25.3K Hold
2,400
– – 0.01% 169
2024
Q4 		$41.8K Buy
+2,400
New +$34.5K 0.02% 136

Other funds holding AAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Bernard Wealth Management's AAL Position: Q2 2026 in Review

Bernard Wealth Management held its American Airlines Group (AAL) position steady in Q2 2026 at 1,400 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #176.

Bernard Wealth Management first reported a position in AAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.8K in Q4 2024. 580 funds tracked by Wall St. Rank hold AAL as of Q2 2026.

  • Bernard Wealth Management held 1,400 shares of American Airlines Group worth $25.3K as of Q2 2026.
  • Bernard Wealth Management left its American Airlines Group share count unchanged in Q2 2026.
  • American Airlines Group made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Bernard Wealth Management first reported a position in American Airlines Group in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's American Airlines Group position peaked at $41.8K in Q4 2024.
  • 580 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.