Summit Securities Group
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Summit Securities Group’s American Airlines Group AAL Stock Holding History

Summit Securities Group’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
Q3 		$93.6K Buy
+7,000
New +$102K 0.01% 458
2025
Q2 		– Sell
-1,323
Closed -$14.2K – 1050
2025
Q1 		$14K Buy
+1,323
New +$19.9K ﹤0.01% 513
2024
Q1 		– Sell
-5,000
Closed -$72.5K – 406
2023
Q4 		$69K Buy
+5,000
New +$62.8K 0.01% 370
2023
Q3 		– Sell
-852
Closed -$13.2K – 529
2023
Q2 		$15K Sell
852
-425
-33% -$6.23K ﹤0.01% 696
2023
Q1 		$19K Buy
1,277
+620
+94% +$9.7K ﹤0.01% 633
2022
Q4 		$8K Sell
657
-230
-26% -$3.12K ﹤0.01% 1054
2022
Q3 		$11K Sell
887
-472
-35% -$6.58K ﹤0.01% 782
2022
Q2 		$17K Buy
1,359
+1,093
+411% +$18.2K ﹤0.01% 783
2022
Q1 		$5K Buy
+266
New +$4.52K ﹤0.01% 954
2021
Q4 		– Sell
-18,005
Closed -$345K – 781
2021
Q3 		$369K Sell
18,005
-5,393
-23% -$109K 0.03% 474
2021
Q2 		$496K Sell
23,398
-6,602
-22% -$149K 0.04% 390
2021
Q1 		$717K Buy
+30,000
New +$579K 0.08% 254
2017
Q3 		– Sell
-29,691
Closed -$1.49M – 199
2017
Q2 		$1.49M Sell
29,691
-11,494
-28% -$534K 0.27% 42
2017
Q1 		$1.74M Buy
41,185
+9,439
+30% +$427K 0.5% 42
2016
Q4 		$1.48M Buy
31,746
+16,026
+102% +$698K 0.32% 68
2016
Q3 		$576K Buy
+15,720
New +$555K 0.19% 64
2016
Q2 		– Sell
-8,432
Closed -$346K – 243
2016
Q1 		$346K Buy
+8,432
New +$339K 0.24% 85
2015
Q2 		– Sell
-7
Closed – – 439
2015
Q1 		$0 Sell
7
-14,900
-100% -$756K ﹤0.01% 364
2014
Q4 		$799K Buy
14,907
+2,707
+22% +$117K 0.23% 80
2014
Q3 		$433K Buy
+12,200
New +$480K 0.13% 123

Other funds holding AAL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Summit Securities Group's AAL Position: Q3 2026 in Review

Summit Securities Group opened a new position in American Airlines Group (AAL) in Q3 2026: 7,000 shares worth $93.6K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AAL as recently as Q1 2025.

Summit Securities Group first reported a position in AAL in Q3 2014 and has held it in 20 quarters since. The position peaked at $1.74M in Q1 2017. 309 funds tracked by Wall St. Rank hold AAL as of Q3 2026.

  • Summit Securities Group held 7,000 shares of American Airlines Group worth $93.6K as of Q3 2026.
  • American Airlines Group was a new Summit Securities Group position in Q3 2026.
  • American Airlines Group made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #458 holding.
  • Summit Securities Group first reported a position in American Airlines Group in Q3 2014 and has held it in 20 quarters since.
  • Summit Securities Group's American Airlines Group position peaked at $1.74M in Q1 2017.
  • 309 funds tracked by Wall St. Rank held American Airlines Group as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.