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Institute for Wealth Management’s American Airlines Group AAL Stock Holding History

Institute for Wealth Management’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 		$35.3K Buy
+1,951
New +$26.1K ﹤0.01% 976
2024
Q1 		– Sell
-21,467
Closed -$295K – 506
2023
Q4 		$295K Buy
21,467
+5,671
+36% +$71.2K 0.05% 376
2023
Q3 		$202K Sell
15,796
-12,542
-44% -$195K 0.04% 432
2023
Q2 		$508K Buy
28,338
+1,500
+6% +$22K 0.09% 262
2023
Q1 		$396K Hold
26,838
– – 0.08% 298
2022
Q4 		$341K Sell
26,838
-89
-0.3% -$1.21K 0.07% 329
2022
Q3 		$324K Sell
26,927
-300
-1% -$4.18K 0.07% 321
2022
Q2 		$345K Buy
27,227
+300
+1% +$5K 0.07% 359
2022
Q1 		$491K Hold
26,927
– – 0.08% 293
2021
Q4 		$484K Hold
26,927
– – 0.08% 286
2021
Q3 		$553K Hold
26,927
– – 0.1% 254
2021
Q2 		$571K Hold
26,927
– – 0.1% 244
2021
Q1 		$644K Buy
26,927
+265
+1% +$5.11K 0.12% 211
2020
Q4 		$420K Sell
26,662
-477
-2% -$6.61K 0.08% 287
2020
Q3 		$334K Buy
27,139
+189
+0.7% +$2.37K 0.08% 299
2020
Q2 		$352K Buy
26,950
+8,898
+49% +$108K 0.09% 298
2020
Q1 		$220K Buy
+18,052
New +$411K 0.07% 351
2018
Q1 		– Sell
-6,095
Closed -$317K – 256
2017
Q4 		$317K Buy
+6,095
New +$304K 0.07% 296
2017
Q3 		– Sell
-6,072
Closed -$304K – 250
2017
Q2 		$304K Buy
+6,072
New +$282K 0.08% 307

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's AAL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in American Airlines Group (AAL) in Q2 2026: 1,951 shares worth $35.3K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in AAL as recently as Q4 2023.

Institute for Wealth Management first reported a position in AAL in Q2 2017 and has held it in 19 quarters since. The position peaked at $644K in Q1 2021. 582 funds tracked by Wall St. Rank hold AAL as of Q2 2026.

  • Institute for Wealth Management held 1,951 shares of American Airlines Group worth $35.3K as of Q2 2026.
  • American Airlines Group was a new Institute for Wealth Management position in Q2 2026.
  • American Airlines Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #976 holding.
  • Institute for Wealth Management first reported a position in American Airlines Group in Q2 2017 and has held it in 19 quarters since.
  • Institute for Wealth Management's American Airlines Group position peaked at $644K in Q1 2021.
  • 582 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.