Position in AAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,829
New position
Shares Held
11,446
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 572 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 11%
Shared 0%
None 89%
Position in Airlines
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $5,676,720 across 6 Airlines names. AAL ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
41,411 | $3,878,553 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
5,968 | $811,588 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
8,145 | $425,169 | |
| 4 | LUV |
Southwest Airlines Co
|
5,628 | $289,391 | |
| 5 | AAL |
American Airlines Group Inc.
This page
|
11,446 | $206,829 | |
| 6 | JBLU |
Jetblue Airways Corp
|
11,377 | $65,190 |
All Filings in AAL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,829 | 11,446 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||