Carolinas Wealth Consulting’s American Airlines Group AAL Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-144	Closed	-$1.52K	–	2
2025 Q1	$1.52K	Hold	144	–	–	﹤0.01%	852
2024 Q4	$2.51K	Hold	144	–	–	﹤0.01%	780
2024 Q3	$1.62K	Hold	144	–	–	﹤0.01%	848
2024 Q2	$1.63K	Hold	144	–	–	﹤0.01%	834
2024 Q1	$2.21K	Sell	144 -360	-71%	-$5.22K	﹤0.01%	780
2023 Q4	$6.92K	Hold	504	–	–	﹤0.01%	586
2023 Q3	$5.62K	Hold	504	–	–	﹤0.01%	592
2023 Q2	$9.04K	Hold	504	–	–	﹤0.01%	604
2023 Q1	$7.43K	Hold	504	–	–	﹤0.01%	645
2022 Q4	$6.41K	Sell	504 -161	-24%	-$2.18K	﹤0.01%	668
2022 Q3	$8K	Hold	665	–	–	﹤0.01%	592
2022 Q2	$8K	Hold	665	–	–	﹤0.01%	597
2022 Q1	$12K	Hold	665	–	–	﹤0.01%	570
2021 Q4	$12K	Buy	665 +2	+0.3%	+$38	﹤0.01%	586
2021 Q3	$14K	Hold	663	–	–	﹤0.01%	531
2021 Q2	$14K	Buy	663 +144	+28%	+$3.26K	﹤0.01%	559
2021 Q1	$12K	Hold	519	–	–	﹤0.01%	595
2020 Q4	$8K	Buy	519 +86	+20%	+$1.19K	﹤0.01%	594
2020 Q3	$5K	Hold	433	–	–	﹤0.01%	556
2020 Q2	$6K	Buy	+433	New	+$5.25K	﹤0.01%	374

Other funds holding AAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Carolinas Wealth Consulting's AAL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of American Airlines Group (AAL) in Q2 2025, closing a stake of 144 shares — an estimated $1.52K sold.

Carolinas Wealth Consulting first reported a position in AAL in Q2 2020 and held it in 20 quarters. The position peaked at $14K in Q3 2021. 564 funds tracked by Wall St. Rank hold AAL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining American Airlines Group position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 144 American Airlines Group shares in Q2 2025, an estimated $1.52K.
Carolinas Wealth Consulting first reported a position in American Airlines Group in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's American Airlines Group position peaked at $14K in Q3 2021.
564 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.