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MBB Public Markets’s AerCap AER Stock Holding History

MBB Public Markets’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 		$178M Buy
1,224,242
+90,885
+8% +$12.9M 19.27% 2
2026
Q1 		$155M Hold
1,133,357
– – 18.52% 2
2025
Q4 		$163M Hold
1,133,357
– – 17.02% 2
2025
Q3 		$137M Buy
1,133,357
+292,042
+35% +$34.1M 18.23% 2
2025
Q2 		$98.4M Buy
841,315
+324,589
+63% +$35.1M 9.3% 3
2025
Q1 		$52.8M Buy
+516,726
New +$51.1M 5.82% 2
2024
Q3 		– Sell
-13,708
Closed -$1.28M – 567
2024
Q2 		$1.28M Buy
13,708
+8,688
+173% +$774K 0.03% 457
2024
Q1 		$436K Buy
+5,020
New +$394K 0.03% 165

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 $3.37T AUM 44.26% 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

MBB Public Markets's AER Position: Q2 2026 in Review

MBB Public Markets increased its AerCap (AER) stake by 8% in Q2 2026, buying an estimated $12.9M and bringing the position to 1,224,242 shares worth $178M. The position accounts for 19.27% of the portfolio, ranked #2.

MBB Public Markets first reported a position in AER in Q1 2024 and has held it in 8 quarters since. 694 funds tracked by Wall St. Rank hold AER as of Q2 2026.

  • MBB Public Markets held 1,224,242 shares of AerCap worth $178M as of Q2 2026.
  • MBB Public Markets bought 90,885 AerCap shares in Q2 2026, an estimated $12.9M.
  • AerCap made up 19.27% of MBB Public Markets's portfolio in Q2 2026, its #2 holding.
  • MBB Public Markets first reported a position in AerCap in Q1 2024 and has held it in 8 quarters since.
  • 694 funds tracked by Wall St. Rank held AerCap as of Q2 2026.

Based on MBB Public Markets's 13F filing for Q2 2026, filed 14 Aug 2026.