Position in AAL
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$217,001
-$79,389 QoQ
Shares Held
20,205
+4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026HB Wealth Management, LLC holds $14,077,915 across 6 Airlines names. AAL ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
177,145 | $11,776,599 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
12,982 | $1,195,252 | |
| 3 | LUV |
Southwest Airlines Co
|
15,590 | $585,716 | |
| 4 | VLRS |
Controladora Vuela Compania de Aviacion, S.A.B. de C.V.
|
33,018 | $239,050 | |
| 5 | AAL |
American Airlines Group Inc.
This page
|
20,205 | $217,001 | |
| 6 | JBLU |
Jetblue Airways Corp
|
14,547 | $64,297 |
All Filings in AAL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||