GoalVest Advisory’s American Airlines Group AAL Stock Holding History

GoalVest Advisory’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	-2,503	Closed	-$28.1K	–	514
2025 Q3	$28.1K	Hold	2,503	–	–	0.01%	271
2025 Q2	$28.1K	Sell	2,503 -15	-0.6%	-$161	0.01%	253
2025 Q1	$26.6K	Buy	2,518 +15	+0.6%	+$226	0.01%	224
2024 Q4	$43.6K	Hold	2,503	–	–	0.01%	195
2024 Q3	$28.1K	Hold	2,503	–	–	0.01%	238
2024 Q2	$28.4K	Hold	2,503	–	–	0.01%	209
2024 Q1	$38.4K	Buy	+2,503	New	+$36.3K	0.01%	212
2023 Q4	–	Sell	-850	Closed	-$10.9K	–	365
2023 Q3	$10.9K	Buy	+850	New	+$13.2K	0.01%	271
2022 Q2	–	Sell	-32	Closed	-$1K	–	301
2022 Q1	$1K	Buy	+32	New	+$544	﹤0.01%	301
2021 Q2	$14K	Hold	672	–	–	0.01%	190
2021 Q1	$16K	Buy	+672	New	+$13K	0.01%	152

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

GoalVest Advisory's AAL Position: Q4 2025 in Review

GoalVest Advisory sold out of American Airlines Group (AAL) in Q4 2025, closing a stake of 2,503 shares — an estimated $28.1K sold.

GoalVest Advisory first reported a position in AAL in Q1 2021 and held it in 11 quarters. The position peaked at $43.6K in Q4 2024. 557 funds tracked by Wall St. Rank hold AAL as of Q4 2025.

GoalVest Advisory reported no remaining American Airlines Group position as of Q4 2025 after selling out during the quarter.
GoalVest Advisory sold 2,503 American Airlines Group shares in Q4 2025, an estimated $28.1K.
GoalVest Advisory first reported a position in American Airlines Group in Q1 2021 and held it in 11 quarters.
GoalVest Advisory's American Airlines Group position peaked at $43.6K in Q4 2024.
557 funds tracked by Wall St. Rank held American Airlines Group as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.