Integrated Wealth Concepts LLC
Position in AAL — American Airlines Group Inc.
CIK 1737109
WALTHAM, MA
Position in AAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$348,083
-$593,408 QoQ
Shares Held
32,410
-47.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $6,923,637 across 7 Airlines names. AAL ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
39,062 | $2,596,841 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
21,480 | $1,977,663 | |
| 3 | ALK |
Alaska Air Group, Inc.
|
24,743 | $910,047 | |
| 4 | LUV |
Southwest Airlines Co
|
16,980 | $637,938 | |
| 5 | AAL |
American Airlines Group Inc.
This page
|
32,410 | $348,083 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
4,700 | $271,660 | |
| 7 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
25,056 | $181,405 |
All Filings in AAL
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $348,083 | 32,410 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $941,491 | 61,415 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $370,751 | 32,985 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $184,827 | 16,473 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $255,573 | 24,225 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $542,299 | 31,113 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $378,967 | 33,716 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $356,192 | 31,438 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $377,502 | 24,593 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $337,179 | 24,540 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $314,677 | 24,565 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $436,462 | 24,329 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $304,528 | 20,646 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $196,002 | 15,409 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $181,358 | 15,063 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $205,466 | 16,204 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $291,653 | 15,981 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $288,742 | 16,077 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $346,090 | 16,866 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $311,341 | 14,679 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $347,075 | 14,522 | Shares | Other | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||