SummitTX Capital’s Alcoa AA Stock Holding History

SummitTX Capital’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-155,030	Closed	-$8.24M	–	745
2025 Q4	$8.24M	Buy	155,030 +111,241	+254%	+$4.55M	0.25%	99
2025 Q3	$1.44M	Sell	43,789 -205,929	-82%	-$6.4M	0.06%	315
2025 Q2	$7.37M	Buy	+249,718	New	+$6.75M	0.32%	70

Other funds holding AA

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SummitTX Capital's AA Position: Q1 2026 in Review

SummitTX Capital sold out of Alcoa (AA) in Q1 2026, closing a stake of 155,030 shares — an estimated $8.24M sold.

SummitTX Capital first reported a position in AA in Q2 2025 and held it in 3 quarters. The position peaked at $8.24M in Q4 2025. 761 funds tracked by Wall St. Rank hold AA as of Q1 2026.

SummitTX Capital reported no remaining Alcoa position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 155,030 Alcoa shares in Q1 2026, an estimated $8.24M.
SummitTX Capital first reported a position in Alcoa in Q2 2025 and held it in 3 quarters.
SummitTX Capital's Alcoa position peaked at $8.24M in Q4 2025.
761 funds tracked by Wall St. Rank held Alcoa as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.