Lebenthal Global Advisors
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Lebenthal Global Advisors’s American Airlines Group AAL Stock Holding History

Lebenthal Global 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
Q3 		$918K Buy
68,666
+40,968
+148% +$598K 0.12% 125
2026
Q2 		$501K Sell
27,698
-49,523
-64% -$663K 0.07% 158
2026
Q1 		$829K Buy
77,221
+19,504
+34% +$258K 0.12% 126
2025
Q4 		$885K Sell
57,717
-18,323
-24% -$247K 0.14% 107
2025
Q3 		$855K Sell
76,040
-13,711
-15% -$169K 0.15% 105
2025
Q2 		$1.01M Buy
89,751
+18,906
+27% +$202K 0.19% 78
2025
Q1 		$747K Buy
70,845
+31,038
+78% +$467K 0.14% 100
2024
Q4 		$694K Sell
39,807
-26,531
-40% -$381K 0.13% 112
2024
Q3 		$746K Buy
66,338
+4,436
+7% +$46.9K 0.15% 97
2024
Q2 		$701K Buy
61,902
+21,683
+54% +$285K 0.15% 89
2024
Q1 		$617K Hold
40,219
– – 0.14% 94
2023
Q4 		$553K Buy
40,219
+5,402
+16% +$67.8K 0.13% 103
2023
Q3 		$446K Buy
34,817
+10,608
+44% +$165K 0.13% 86
2023
Q2 		$434K Sell
24,209
-14,666
-38% -$215K 0.13% 82
2023
Q1 		$573K Sell
38,875
-2,825
-7% -$44K 0.18% 63
2022
Q4 		$530K Sell
41,700
-7,426
-15% -$101K 0.17% 66
2022
Q3 		$591K Hold
49,126
– – 0.27% 43
2022
Q2 		$622K Sell
49,126
-3,319
-6% -$55.3K 0.3% 48
2022
Q1 		$957K Buy
52,445
+35,967
+218% +$611K 0.41% 31
2021
Q4 		$295K Sell
16,478
-261
-2% -$5.01K 0.12% 127
2021
Q3 		$343K Buy
+16,739
New +$339K 0.22% 90
2021
Q2 		– Sell
-10,435
Closed -$249K – 158
2021
Q1 		$249K Buy
10,435
+508
+5% +$9.8K 0.15% 114
2020
Q4 		$156K Buy
+9,927
New +$138K 0.11% 118

Other funds holding AAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lebenthal Global Advisors's AAL Position: Q3 2026 in Review

Lebenthal Global Advisors increased its American Airlines Group (AAL) stake by 148% in Q3 2026, buying an estimated $598K and bringing the position to 68,666 shares worth $918K. The position accounts for 0.12% of the portfolio, ranked #125.

Lebenthal Global Advisors first reported a position in AAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q2 2025. 342 funds tracked by Wall St. Rank hold AAL as of Q3 2026.

  • Lebenthal Global Advisors held 68,666 shares of American Airlines Group worth $918K as of Q3 2026.
  • Lebenthal Global Advisors bought 40,968 American Airlines Group shares in Q3 2026, an estimated $598K.
  • American Airlines Group made up 0.12% of Lebenthal Global Advisors's portfolio in Q3 2026, its #125 holding.
  • Lebenthal Global Advisors first reported a position in American Airlines Group in Q4 2020 and has held it in 23 quarters since.
  • Lebenthal Global Advisors's American Airlines Group position peaked at $1.01M in Q2 2025.
  • 342 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2026.

Based on Lebenthal Global Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.