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SOA Wealth Advisors’s American Airlines Group AAL Stock Holding History

SOA Wealth 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
Q2 		$67.8K Buy
3,751
+189
+5% +$2.53K 0.01% 338
2026
Q1 		$38.3K Hold
3,562
– – 0.01% 412
2025
Q4 		$54.6K Sell
3,562
-1,915
-35% -$25.8K 0.01% 356
2025
Q3 		$61.6K Hold
5,477
– – 0.01% 346
2025
Q2 		$61.5K Sell
5,477
-280
-5% -$3K 0.01% 333
2025
Q1 		$60.7K Hold
5,757
– – 0.01% 318
2024
Q4 		$100K Sell
5,757
-621
-10% -$8.93K 0.02% 255
2024
Q3 		$71.7K Hold
6,378
– – 0.01% 275
2024
Q2 		$72.3K Sell
6,378
-200
-3% -$2.63K 0.01% 274
2024
Q1 		$101K Hold
6,578
– – 0.02% 243
2023
Q4 		$90.4K Buy
6,578
+100
+2% +$1.26K 0.02% 246
2023
Q3 		$83K Hold
6,478
– – 0.02% 243
2023
Q2 		$116K Sell
6,478
-342
-5% -$5.01K 0.03% 222
2023
Q1 		$101K Buy
6,820
+426
+7% +$6.64K 0.02% 225
2022
Q4 		$81.3K Hold
6,394
– – 0.02% 235
2022
Q3 		$76K Sell
6,394
-1,642
-20% -$22.9K 0.02% 221
2022
Q2 		$101K Buy
8,036
+194
+2% +$3.23K 0.03% 201
2022
Q1 		$143K Sell
7,842
-200
-2% -$3.4K 0.03% 198
2021
Q4 		$145K Hold
8,042
– – 0.04% 188
2021
Q3 		$165K Buy
8,042
+135
+2% +$2.74K 0.04% 169
2021
Q2 		$167K Sell
7,907
-158
-2% -$3.57K 0.04% 168
2021
Q1 		$192K Hold
8,065
– – 0.05% 144
2020
Q4 		$140K Buy
+8,065
New +$112K 0.04% 162

Other funds holding AAL

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

SOA Wealth Advisors's AAL Position: Q2 2026 in Review

SOA Wealth Advisors increased its American Airlines Group (AAL) stake by 5.3% in Q2 2026, buying an estimated $2.53K and bringing the position to 3,751 shares worth $67.8K. The position accounts for 0.01% of the portfolio, ranked #338.

SOA Wealth Advisors first reported a position in AAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $192K in Q1 2021. 580 funds tracked by Wall St. Rank hold AAL as of Q2 2026.

  • SOA Wealth Advisors held 3,751 shares of American Airlines Group worth $67.8K as of Q2 2026.
  • SOA Wealth Advisors bought 189 American Airlines Group shares in Q2 2026, an estimated $2.53K.
  • American Airlines Group made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • SOA Wealth Advisors first reported a position in American Airlines Group in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's American Airlines Group position peaked at $192K in Q1 2021.
  • 580 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.