Bernard Wealth Management Corp.
Position in AAL — American Airlines Group Inc.
CIK 2056313
ROYAL OAK, MI
Position in AAL
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$25,298
+$10,262 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#403
of 572 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Bernard Wealth Management Corp. holds $47,308 across 2 Airlines names. AAL ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAL |
American Airlines Group Inc.
This page
|
1,400 | $25,298 | |
| 2 | DAL |
Delta Air Lines, Inc.
|
235 | $22,010 |
All Filings in AAL
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,298 | 1,400 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $15,036 | 1,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,462 | 1,400 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $26,976 | 2,400 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $26,928 | 2,400 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $25,320 | 2,400 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $41,832 | 2,400 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||