IFWM
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Institute for Wealth Management’s AAR Corp AIR Stock Holding History

Institute for Wealth Management’s Portfolio AIR Stock Details AIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$715K Hold
5,000
– – 0.06% 255
2026
Q1 		$547K Hold
5,000
– – 0.06% 301
2025
Q4 		$414K Buy
+5,000
New +$414K 0.04% 352

Other funds holding AIR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Institute for Wealth Management held its AAR Corp (AIR) position steady in Q2 2026 at 5,000 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #255.

Institute for Wealth Management first reported a position in AIR in Q4 2025 and has held it in 3 quarters since. 410 funds tracked by Wall St. Rank hold AIR as of Q2 2026.

  • Institute for Wealth Management held 5,000 shares of AAR Corp worth $715K as of Q2 2026.
  • Institute for Wealth Management left its AAR Corp share count unchanged in Q2 2026.
  • AAR Corp made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Institute for Wealth Management first reported a position in AAR Corp in Q4 2025 and has held it in 3 quarters since.
  • 410 funds tracked by Wall St. Rank held AAR Corp as of Q2 2026.

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