Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s American Airlines Group AAL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$256K Buy
23,869
+3,496
+17% +$46.3K ﹤0.01% 2510
2025
Q4 		$312K Sell
20,373
-159
-0.8% -$2.15K ﹤0.01% 2230
2025
Q3 		$231K Buy
20,532
+688
+3% +$8.47K ﹤0.01% 2335
2025
Q2 		$223K Sell
19,844
-10,229
-34% -$110K ﹤0.01% 2077
2025
Q1 		$317K Sell
30,073
-7,196
-19% -$108K ﹤0.01% 1636
2024
Q4 		$650K Buy
37,269
+2,953
+9% +$42.5K ﹤0.01% 1279
2024
Q3 		$386K Buy
34,316
+12,776
+59% +$135K ﹤0.01% 1425
2024
Q2 		$244K Buy
21,540
+1,059
+5% +$13.9K ﹤0.01% 1485
2024
Q1 		$314K Sell
20,481
-4,544
-18% -$65.9K ﹤0.01% 1309
2023
Q4 		$344K Sell
25,025
-571
-2% -$7.17K ﹤0.01% 1206
2023
Q3 		$328K Buy
25,596
+1,259
+5% +$19.5K ﹤0.01% 1128
2023
Q2 		$437K Buy
24,337
+1,884
+8% +$27.6K ﹤0.01% 980
2023
Q1 		$331K Buy
22,453
+9,641
+75% +$150K ﹤0.01% 1022
2022
Q4 		$163K Sell
12,812
-1,298
-9% -$17.6K ﹤0.01% 1176
2022
Q3 		$170K Sell
14,110
-1,208
-8% -$16.8K ﹤0.01% 1115
2022
Q2 		$194K Buy
15,318
+4,718
+45% +$78.6K ﹤0.01% 1057
2022
Q1 		$193K Sell
10,600
-420
-4% -$7.14K ﹤0.01% 1048
2021
Q4 		$198K Buy
+11,020
New +$211K ﹤0.01% 1025
2021
Q2 		$261K Hold
12,328
– – ﹤0.01% 819
2021
Q1 		$261K Hold
12,328
– – ﹤0.01% 819
2020
Q4 		$261K Hold
12,328
– – ﹤0.01% 819
2020
Q3 		$261K Hold
12,328
– – ﹤0.01% 819
2020
Q2 		$261K Hold
12,328
– – ﹤0.01% 819
2020
Q1 		$261K Hold
12,328
– – ﹤0.01% 819
2019
Q4 		$261K Hold
12,328
– – ﹤0.01% 819
2019
Q3 		$261K Hold
12,328
– – ﹤0.01% 819
2019
Q2 		$261K Hold
12,328
– – ﹤0.01% 819
2019
Q1 		$261K Buy
+12,328
New +$414K ﹤0.01% 819
2018
Q3 		– Sell
-66
Closed -$3K – 1823
2018
Q2 		$3K Sell
66
-166
-72% -$7.32K ﹤0.01% 1272
2018
Q1 		$12K Buy
+232
New +$12.4K ﹤0.01% 805

Other funds holding AAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AAL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its American Airlines Group (AAL) stake by 17% in Q1 2026, buying an estimated $46.3K and bringing the position to 23,869 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

Carson Wealth (CWM LLC) first reported a position in AAL in Q1 2018 and has held it in 30 quarters since. The position peaked at $650K in Q4 2024. 568 funds tracked by Wall St. Rank hold AAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,869 shares of American Airlines Group worth $256K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,496 American Airlines Group shares in Q1 2026, an estimated $46.3K.
  • American Airlines Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2510 holding.
  • Carson Wealth (CWM LLC) first reported a position in American Airlines Group in Q1 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s American Airlines Group position peaked at $650K in Q4 2024.
  • 568 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.