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
2025 Q4	–	Sell	-25,000	Closed	-$281K	–	987
2025 Q3	$281K	Hold	25,000	–	–	0.06%	228
2025 Q2	$280K	Hold	25,000	–	–	0.05%	192
2025 Q1	$264K	Sell	25,000 -40,000	-62%	-$602K	0.04%	156
2024 Q4	$1.13M	Hold	65,000	–	–	0.23%	65
2024 Q3	$731K	Hold	65,000	–	–	0.19%	72
2024 Q2	$736K	Sell	65,000 -25,000	-28%	-$329K	0.14%	83
2024 Q1	$1.38M	Sell	90,000 -30,000	-25%	-$435K	0.23%	56
2023 Q4	$1.65M	Sell	120,000 -40,000	-25%	-$502K	0.15%	102
2023 Q3	$2.05M	Buy	160,000 +70,000	+78%	+$1.09M	0.21%	55
2023 Q2	$1.62M	Sell	90,000 -50,000	-36%	-$733K	0.21%	71
2023 Q1	$2.06M	Buy	140,000 +40,000	+40%	+$624K	0.17%	63
2022 Q4	$1.27M	Hold	100,000	–	–	0.05%	154
2022 Q3	$1.2M	Hold	100,000	–	–	0.09%	147
2022 Q2	$1.27M	Buy	+100,000	New	+$1.67M	0.16%	103
2022 Q1	–	Sell	-99,500	Closed	-$1.79M	–	1075
2021 Q4	$1.79M	Buy	99,500 +98,505	+9,900%	+$1.89M	0.08%	176
2021 Q3	$2.04M	Sell	995 -600	-38%	-$12.2K	0.16%	153
2021 Q2	$3.38M	Sell	1,595 -601	-27%	-$13.6K	0.28%	81
2021 Q1	$5.25M	Buy	2,196 +500	+29%	+$9.6K	0.58%	29
2020 Q4	$2.68M	Buy	1,696 +594	+54%	+$8.23K	0.23%	114
2020 Q3	$1.35M	Buy	+1,102	New	+$13.8K	0.14%	125
2019 Q4	–	Sell	-190	Closed	-$512K	–	423
2019 Q3	$512K	Sell	190 -434	-70%	-$12.7K	0.05%	192
2019 Q2	$2.04M	Buy	+624	New	+$20.2K	0.24%	86

Other funds holding AAL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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. 316 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.
316 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.