Birnam Oak Advisors’s AerCap AER Stock Holding History

Birnam Oak Advisors’s Portfolio AER Stock Details AER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25,000	Closed	-$3.59M	–	36
2025 Q4	$3.59M	Hold	25,000	–	–	0.8%	26
2025 Q3	$3.02M	Hold	25,000	–	–	0.69%	27
2025 Q2	$2.92M	Hold	25,000	–	–	0.86%	21
2025 Q1	$2.55M	Hold	25,000	–	–	0.46%	21
2024 Q4	$2.39M	Buy	+25,000	New	+$2.4M	1.16%	19

Other funds holding AER

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

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

Birnam Oak Advisors's AER Position: Q1 2026 in Review

Birnam Oak Advisors sold out of AerCap (AER) in Q1 2026, closing a stake of 25,000 shares — an estimated $3.59M sold.

Birnam Oak Advisors first reported a position in AER in Q4 2024 and held it in 5 quarters. The position peaked at $3.59M in Q4 2025. 664 funds tracked by Wall St. Rank hold AER as of Q1 2026.

Birnam Oak Advisors reported no remaining AerCap position as of Q1 2026 after selling out during the quarter.
Birnam Oak Advisors sold 25,000 AerCap shares in Q1 2026, an estimated $3.59M.
Birnam Oak Advisors first reported a position in AerCap in Q4 2024 and held it in 5 quarters.
Birnam Oak Advisors's AerCap position peaked at $3.59M in Q4 2025.
664 funds tracked by Wall St. Rank held AerCap as of Q1 2026.

Based on Birnam Oak Advisors's 13F filing for Q1 2026, filed 12 May 2026.