Waverly Advisors’s American Airlines Group AAL Stock Holding History

Waverly 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	$207K	Buy	+11,446	New	+$153K	﹤0.01%	1614
2018 Q1	–	Sell	-4,036	Closed	-$210K	–	177
2017 Q4	$210K	Sell	4,036 -320	-7%	-$15.9K	0.03%	223
2017 Q3	$207K	Sell	4,356 -4,830	-53%	-$234K	0.04%	221
2017 Q2	$462K	Sell	9,186 -360	-4%	-$16.7K	0.12%	137
2017 Q1	$404K	Buy	+9,546	New	+$432K	0.11%	147
2015 Q4	–	Sell	-1,414	Closed	-$55K	–	130
2015 Q3	$55K	Buy	1,414 +4	+0.3%	+$164	0.04%	124
2015 Q2	$56K	Buy	+1,410	New	+$64.3K	0.03%	122
2014 Q2	–	Sell	-1,763	Closed	-$65K	–	719
2014 Q1	$65K	Hold	1,763	–	–	0.03%	194
2013 Q4	$45K	Buy	+1,763	New	+$45.4K	0.02%	347

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

Waverly Advisors's AAL Position: Q2 2026 in Review

Waverly Advisors opened a new position in American Airlines Group (AAL) in Q2 2026: 11,446 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1614 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in AAL as recently as Q4 2017.

Waverly Advisors first reported a position in AAL in Q4 2013 and has held it in 9 quarters since. The position peaked at $462K in Q2 2017. 580 funds tracked by Wall St. Rank hold AAL as of Q2 2026.

Waverly Advisors held 11,446 shares of American Airlines Group worth $207K as of Q2 2026.
American Airlines Group was a new Waverly Advisors position in Q2 2026.
American Airlines Group made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1614 holding.
Waverly Advisors first reported a position in American Airlines Group in Q4 2013 and has held it in 9 quarters since.
Waverly Advisors's American Airlines Group position peaked at $462K in Q2 2017.
580 funds tracked by Wall St. Rank held American Airlines Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.