DLA
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Douglas Lane & Associates’s Alcoa AA Stock Holding History

Douglas Lane & Associates’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.5M Sell
844,855
-16,743
-2% -$799K 0.48% 81
2026
Q2 		$44.9M Sell
861,598
-77,855
-8% -$5.21M 0.61% 69
2026
Q1 		$62.3M Sell
939,453
-323,533
-26% -$19.8M 0.9% 42
2025
Q4 		$67.1M Sell
1,262,986
-30,552
-2% -$1.25M 0.92% 40
2025
Q3 		$42.5M Sell
1,293,538
-16,027
-1% -$498K 0.59% 71
2025
Q2 		$38.6M Sell
1,309,565
-92,319
-7% -$2.49M 0.56% 71
2025
Q1 		$42.8M Buy
1,401,884
+13,194
+1% +$462K 0.63% 64
2024
Q4 		$52.5M Sell
1,388,690
-33,265
-2% -$1.38M 0.74% 51
2024
Q3 		$54.9M Buy
1,421,955
+27,217
+2% +$928K 0.75% 53
2024
Q2 		$55.5M Buy
1,394,738
+43,018
+3% +$1.66M 0.79% 50
2024
Q1 		$45.7M Buy
1,351,720
+154,403
+13% +$4.52M 0.65% 61
2023
Q4 		$40.7M Buy
1,197,317
+173,367
+17% +$4.69M 0.63% 63
2023
Q3 		$29.8M Buy
1,023,950
+297,985
+41% +$9.34M 0.5% 74
2023
Q2 		$24.6M Buy
725,965
+231,078
+47% +$8.4M 0.4% 89
2023
Q1 		$21.1M Buy
494,887
+141,461
+40% +$6.82M 0.35% 92
2022
Q4 		$16.1M Buy
+353,426
New +$15.4M 0.27% 100
2018
Q1 		– Sell
-4,641
Closed -$250K – 196
2017
Q4 		$250K Sell
4,641
-15,792
-77% -$722K 0.01% 187
2017
Q3 		$953K Sell
20,433
-78,289
-79% -$3.13M 0.02% 147
2017
Q2 		$3.22M Sell
98,722
-116,266
-54% -$3.77M 0.08% 121
2017
Q1 		$7.4M Sell
214,988
-443,868
-67% -$15.5M 0.18% 105
2016
Q4 		$18.5M Sell
658,856
-1,873,474
-74% -$50.9M 0.47% 79
2016
Q3 		$61.7M Sell
2,532,330
-27,898
-1% -$680K 1.65% 11
2016
Q2 		$57M Sell
2,560,228
-6,972
-0.3% -$163K 1.64% 12
2016
Q1 		$59.1M Buy
+2,567,200
New +$52.2M 1.62% 14

Other funds holding AA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
EB
Emprise Bank Wichita, Kansas $262M AUM 14.58% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Douglas Lane & Associates's AA Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Alcoa (AA) stake by 1.9% in Q3 2026, selling an estimated $799K and leaving 844,855 shares worth $35.5M. The position accounts for 0.48% of the portfolio, ranked #81.

Douglas Lane & Associates first reported a position in AA in Q1 2016 and has held it in 24 quarters since. The position peaked at $67.1M in Q4 2025. 32 funds tracked by Wall St. Rank hold AA as of Q3 2026.

  • Douglas Lane & Associates held 844,855 shares of Alcoa worth $35.5M as of Q3 2026.
  • Douglas Lane & Associates sold 16,743 Alcoa shares in Q3 2026, an estimated $799K.
  • Alcoa made up 0.48% of Douglas Lane & Associates's portfolio in Q3 2026, its #81 holding.
  • Douglas Lane & Associates first reported a position in Alcoa in Q1 2016 and has held it in 24 quarters since.
  • Douglas Lane & Associates's Alcoa position peaked at $67.1M in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Alcoa as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.