Position in AAL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$499,382
+$282,381 QoQ
Shares Held
27,636
+36.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 578 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $20,667,911 across 7 Airlines names. AAL ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
179,930 | $16,852,243 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
13,692 | $1,861,975 | |
| 3 | LUV |
Southwest Airlines Co
|
16,544 | $850,692 | |
| 4 | AAL |
American Airlines Group Inc.
This page
|
27,636 | $499,382 | |
| 5 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
33,018 | $309,378 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
3,215 | $208,171 | |
| 7 | JBLU |
Jetblue Airways Corp
|
15,021 | $86,070 |
All Filings in AAL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,382 | 27,636 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $217,001 | 20,205 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $296,390 | 19,334 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $148,143 | 13,180 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $140,732 | 12,543 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $161,246 | 15,284 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $264,273 | 15,162 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $164,890 | 14,670 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||