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London Company of Virginia’s AerCap AER Stock Holding History

London Company of Virginia’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353M Sell
2,423,092
-120,976
-5% -$17.2M 2.01% 13
2026
Q1 		$349M Sell
2,544,068
-217,316
-8% -$31.1M 2.15% 10
2025
Q4 		$397M Sell
2,761,384
-280,763
-9% -$37.2M 2.29% 7
2025
Q3 		$368M Sell
3,042,147
-132,020
-4% -$15.4M 2.03% 11
2025
Q2 		$371M Sell
3,174,167
-243,140
-7% -$26.3M 2.1% 13
2025
Q1 		$349M Sell
3,417,307
-106,002
-3% -$10.5M 1.99% 11
2024
Q4 		$337M Sell
3,523,309
-24,513
-0.7% -$2.35M 1.84% 13
2024
Q3 		$336M Buy
3,547,822
+129,237
+4% +$12.1M 1.77% 16
2024
Q2 		$319M Sell
3,418,585
-40,289
-1% -$3.59M 1.79% 16
2024
Q1 		$301M Sell
3,458,874
-706,777
-17% -$55.5M 1.58% 23
2023
Q4 		$310M Buy
4,165,651
+37,548
+0.9% +$2.48M 1.74% 18
2023
Q3 		$259M Buy
4,128,103
+215,460
+6% +$13.6M 1.55% 24
2023
Q2 		$249M Sell
3,912,643
-202,945
-5% -$11.7M 1.41% 29
2023
Q1 		$231M Sell
4,115,588
-38,030
-0.9% -$2.28M 1.34% 32
2022
Q4 		$242M Sell
4,153,618
-11,940
-0.3% -$660K 1.43% 28
2022
Q3 		$176M Buy
4,165,558
+769,584
+23% +$34M 1.12% 39
2022
Q2 		$139M Sell
3,395,974
-94,029
-3% -$4.36M 0.85% 50
2022
Q1 		$175M Buy
3,490,003
+29,637
+0.9% +$1.78M 0.93% 44
2021
Q4 		$226M Buy
3,460,366
+2,743,243
+383% +$170M 1.14% 37
2021
Q3 		$41.5M Buy
+717,123
New +$38.4M 0.23% 79

Other funds holding AER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

London Company of Virginia's AER Position: Q2 2026 in Review

London Company of Virginia reduced its AerCap (AER) stake by 4.8% in Q2 2026, selling an estimated $17.2M and leaving 2,423,092 shares worth $353M. The position accounts for 2.01% of the portfolio, ranked #13.

London Company of Virginia first reported a position in AER in Q3 2021 and has held it in 20 quarters since. The position peaked at $397M in Q4 2025. 695 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • London Company of Virginia held 2,423,092 shares of AerCap worth $353M as of Q2 2026.
  • London Company of Virginia sold 120,976 AerCap shares in Q2 2026, an estimated $17.2M.
  • AerCap made up 2.01% of London Company of Virginia's portfolio in Q2 2026, its #13 holding.
  • London Company of Virginia first reported a position in AerCap in Q3 2021 and has held it in 20 quarters since.
  • London Company of Virginia's AerCap position peaked at $397M in Q4 2025.
  • 695 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on London Company of Virginia's 13F filing for Q2 2026, filed 14 Aug 2026.