MPM
AER icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MBB Public Markets's AER Position: Q1 2026 in Review

MBB Public Markets held its AerCap (AER) position steady in Q1 2026 at 1,133,357 shares worth $155M. The position accounts for 18.52% of the portfolio, ranked #2.

MBB Public Markets first reported a position in AER in Q1 2024 and has held it in 7 quarters since. The position peaked at $163M in Q4 2025. 664 funds tracked by Wall St. Rank hold AER as of Q1 2026.

  • MBB Public Markets held 1,133,357 shares of AerCap worth $155M as of Q1 2026.
  • MBB Public Markets left its AerCap share count unchanged in Q1 2026.
  • AerCap made up 18.52% of MBB Public Markets's portfolio in Q1 2026, its #2 holding.
  • MBB Public Markets first reported a position in AerCap in Q1 2024 and has held it in 7 quarters since.
  • MBB Public Markets's AerCap position peaked at $163M in Q4 2025.
  • 664 funds tracked by Wall St. Rank held AerCap as of Q1 2026.

Based on MBB Public Markets's 13F filing for Q1 2026, filed 15 May 2026.