Creative Planning’s American Airlines Group AAL Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-500	Closed	-$2.74K	–	2903
2023 Q2	$2.74K	Buy	+500	New	+$7.33K	﹤0.01%	2587
2022 Q4	–	Sell	-7,000	Closed	-$1K	–	2488
2022 Q3	$1K	Hold	7,000	–	–	﹤0.01%	2295
2022 Q2	$2K	Hold	7,000	–	–	﹤0.01%	2250
2022 Q1	$128K	Buy	+7,000	New	+$119K	﹤0.01%	1960
2021 Q2	–	Sell	-2,200	Closed	-$21K	–	2054
2021 Q1	$21K	Sell	2,200 -9,800	-82%	-$189K	﹤0.01%	2429
2020 Q4	$36K	Buy	+12,000	New	+$166K	﹤0.01%	2130
2020 Q3	–	Sell	-800	Closed	-$1K	–	2140
2020 Q2	$1K	Buy	+800	New	+$9.7K	﹤0.01%	1972
2016 Q3	–	Sell	-3,000	Closed	-$14K	–	4548
2016 Q2	$14K	Buy	+3,000	New	+$101K	﹤0.01%	3009
2016 Q1	–	Sell	-1,800	Closed	-$8K	–	4295
2015 Q4	$8K	Buy	+1,800	New	+$78K	﹤0.01%	3398
2015 Q2	–	Sell	-1,500	Closed	-$11K	–	1107
2015 Q1	$11K	Buy	1,500 +500	+50%	+$25.4K	﹤0.01%	3121
2014 Q4	$8K	Buy	+1,000	New	+$43.1K	﹤0.01%	3216

Other funds holding AAL

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's AAL Position: Q1 2026 in Review

Creative Planning reduced its American Airlines Group (AAL) stake by 5.7% in Q1 2026, selling an estimated $229K and leaving 283,565 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Creative Planning first reported a position in AAL in Q4 2013 and has held it in 50 quarters since. The position peaked at $16.4M in Q4 2018. 564 funds tracked by Wall St. Rank hold AAL as of Q1 2026.

Creative Planning held 283,565 shares of American Airlines Group worth $3.05M as of Q1 2026.
Creative Planning sold 17,244 American Airlines Group shares in Q1 2026, an estimated $229K.
American Airlines Group made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1562 holding.
Creative Planning first reported a position in American Airlines Group in Q4 2013 and has held it in 50 quarters since.
Creative Planning's American Airlines Group position peaked at $16.4M in Q4 2018.
564 funds tracked by Wall St. Rank held American Airlines Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.