Concord Wealth Partners’s American Airlines Group AAL Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-50	Closed	-$562	–	846
2025 Q3	$562	Hold	50	–	–	﹤0.01%	763
2025 Q2	$561	Hold	50	–	–	﹤0.01%	784
2025 Q1	$528	Hold	50	–	–	﹤0.01%	756
2024 Q4	$872	Hold	50	–	–	﹤0.01%	816
2024 Q3	$562	Hold	50	–	–	﹤0.01%	892
2024 Q2	$567	Hold	50	–	–	﹤0.01%	754
2024 Q1	$768	Hold	50	–	–	﹤0.01%	802
2023 Q4	$687	Hold	50	–	–	﹤0.01%	772
2023 Q3	$641	Hold	50	–	–	﹤0.01%	969
2023 Q2	$897	Hold	50	–	–	﹤0.01%	962
2023 Q1	$738	Hold	50	–	–	﹤0.01%	920
2022 Q4	$636	Buy	+50	New	+$678	﹤0.01%	1140
2022 Q3	–	Sell	-50	Closed	-$1K	–	161
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1094
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	1165
2021 Q4	$1K	Buy	+50	New	+$959	﹤0.01%	1188
2021 Q2	–	Sell	-225	Closed	-$5K	–	1035
2021 Q1	$5K	Buy	+225	New	+$4.34K	﹤0.01%	651

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 $169B AUM 114.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Concord Wealth Partners's AAL Position: Q4 2025 in Review

Concord Wealth Partners sold out of American Airlines Group (AAL) in Q4 2025, closing a stake of 50 shares — an estimated $562 sold.

Concord Wealth Partners first reported a position in AAL in Q1 2021 and held it in 16 quarters. The position peaked at $5K in Q1 2021. 556 funds tracked by Wall St. Rank hold AAL as of Q4 2025.

Concord Wealth Partners reported no remaining American Airlines Group position as of Q4 2025 after selling out during the quarter.
Concord Wealth Partners sold 50 American Airlines Group shares in Q4 2025, an estimated $562.
Concord Wealth Partners first reported a position in American Airlines Group in Q1 2021 and held it in 16 quarters.
Concord Wealth Partners's American Airlines Group position peaked at $5K in Q1 2021.
556 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.