ZIM
AA icon

Zacks Investment Management’s Alcoa AA Stock Holding History

Zacks Investment Management’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
Q2 		$15.7M Buy
301,584
+5,162
+2% +$346K 0.11% 146
2026
Q1 		$19.7M Buy
296,422
+66,938
+29% +$4.11M 0.16% 133
2025
Q4 		$12.2M Buy
+229,484
New +$9.39M 0.1% 163
2018
Q4 		– Sell
-29,128
Closed -$1.18M – 502
2018
Q3 		$1.18M Buy
+29,128
New +$1.27M 0.02% 373
2015
Q4 		– Sell
-129,369
Closed -$3M – 553
2015
Q3 		$3M Sell
129,369
-1,097
-0.8% -$25.7K 0.1% 160
2015
Q2 		$3.5M Buy
130,466
+520
+0.4% +$16.1K 0.11% 153
2015
Q1 		$4.03M Sell
129,946
-70,280
-35% -$2.52M 0.13% 150
2014
Q4 		$7.6M Buy
200,226
+84,526
+73% +$3.28M 0.25% 117
2014
Q3 		$4.47M Buy
+115,700
New +$4.54M 0.16% 135

Other funds holding AA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Zacks Investment Management's AA Position: Q2 2026 in Review

Zacks Investment Management increased its Alcoa (AA) stake by 1.7% in Q2 2026, buying an estimated $346K and bringing the position to 301,584 shares worth $15.7M. The position accounts for 0.11% of the portfolio, ranked #146.

Zacks Investment Management first reported a position in AA in Q3 2014 and has held it in 9 quarters since. The position peaked at $19.7M in Q1 2026. 713 funds tracked by Wall St. Rank hold AA as of Q2 2026.

  • Zacks Investment Management held 301,584 shares of Alcoa worth $15.7M as of Q2 2026.
  • Zacks Investment Management bought 5,162 Alcoa shares in Q2 2026, an estimated $346K.
  • Alcoa made up 0.11% of Zacks Investment Management's portfolio in Q2 2026, its #146 holding.
  • Zacks Investment Management first reported a position in Alcoa in Q3 2014 and has held it in 9 quarters since.
  • Zacks Investment Management's Alcoa position peaked at $19.7M in Q1 2026.
  • 713 funds tracked by Wall St. Rank held Alcoa as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.