Mount Lucas Management’s American Airlines Group AAL Stock Holding History

Mount Lucas Management’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 Q2	$796K	Buy	+44,059	New	+$590K	0.28%	117
2024 Q2	–	Sell	-166,345	Closed	-$2.55M	–	157
2024 Q1	$2.55M	Sell	166,345 -15,298	-8%	-$222K	0.7%	49
2023 Q4	$2.5M	Buy	181,643 +1,544	+0.9%	+$19.4K	0.72%	48
2023 Q3	$2.31M	Sell	180,099 -10,490	-6%	-$163K	0.81%	50
2023 Q2	$3.42M	Buy	+190,589	New	+$2.79M	1.14%	13

Other funds holding AAL

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Mount Lucas Management's AAL Position: Q2 2026 in Review

Mount Lucas Management opened a new position in American Airlines Group (AAL) in Q2 2026: 44,059 shares worth $796K. The stake represents 0.28% of the portfolio and ranks #117 among its holdings. This is a return to the name: Mount Lucas Management previously reported a position in AAL as recently as Q1 2024.

Mount Lucas Management first reported a position in AAL in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.42M in Q2 2023. 581 funds tracked by Wall St. Rank hold AAL as of Q2 2026.

Mount Lucas Management held 44,059 shares of American Airlines Group worth $796K as of Q2 2026.
American Airlines Group was a new Mount Lucas Management position in Q2 2026.
American Airlines Group made up 0.28% of Mount Lucas Management's portfolio in Q2 2026, its #117 holding.
Mount Lucas Management first reported a position in American Airlines Group in Q2 2023 and has held it in 5 quarters since.
Mount Lucas Management's American Airlines Group position peaked at $3.42M in Q2 2023.
581 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.