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EP Wealth Advisors’s American Airlines Group AAL Stock Holding History

EP Wealth Advisors’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
Q2 		– Sell
-22,089
Closed -$237K – 1714
2026
Q1 		$237K Sell
22,089
-2,697
-11% -$35.7K ﹤0.01% 1307
2025
Q4 		$380K Buy
+24,786
New +$334K ﹤0.01% 1008
2025
Q2 		$275K Buy
24,544
+1
+0% +$11 ﹤0.01% 1072
2025
Q1 		$259K Sell
24,543
-2,289
-9% -$34.5K ﹤0.01% 997
2024
Q4 		$468K Sell
26,832
-2,162
-7% -$31.1K ﹤0.01% 714
2024
Q3 		$326K Buy
28,994
+2,286
+9% +$24.2K ﹤0.01% 824
2024
Q2 		$303K Sell
26,708
-366
-1% -$4.81K ﹤0.01% 653
2024
Q1 		$416K Sell
27,074
-1,113
-4% -$16.1K ﹤0.01% 558
2023
Q4 		$387K Buy
28,187
+2,145
+8% +$26.9K ﹤0.01% 555
2023
Q3 		$334K Buy
26,042
+4,061
+18% +$63K 0.01% 541
2023
Q2 		$464K Hold
21,981
– – 0.01% 480
2023
Q1 		$324K Buy
21,981
+1,141
+5% +$17.8K 0.01% 472
2022
Q4 		$265K Buy
+20,840
New +$283K ﹤0.01% 493
2022
Q3 		– Sell
-19,555
Closed -$248K – 344
2022
Q2 		$248K Buy
19,555
+375
+2% +$6.25K 0.01% 528
2022
Q1 		$350K Sell
19,180
-770
-4% -$13.1K 0.01% 460
2021
Q4 		$358K Buy
19,950
+2,811
+16% +$53.9K 0.01% 428
2021
Q3 		$352K Buy
+17,139
New +$347K 0.01% 401

Other funds holding AAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

EP Wealth Advisors's AAL Position: Q2 2026 in Review

EP Wealth Advisors sold out of American Airlines Group (AAL) in Q2 2026, closing a stake of 22,089 shares — an estimated $237K sold.

EP Wealth Advisors first reported a position in AAL in Q3 2021 and held it in 17 quarters. The position peaked at $468K in Q4 2024. 580 funds tracked by Wall St. Rank hold AAL as of Q2 2026.

  • EP Wealth Advisors reported no remaining American Airlines Group position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 22,089 American Airlines Group shares in Q2 2026, an estimated $237K.
  • EP Wealth Advisors first reported a position in American Airlines Group in Q3 2021 and held it in 17 quarters.
  • EP Wealth Advisors's American Airlines Group position peaked at $468K in Q4 2024.
  • 580 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.