Apella Capital’s Delta Air Lines DAL Stock Holding History

Apella Capital’s Portfolio DAL Stock Details DAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Buy	4,507 +163	+4%	+$12.3K	0.01%	519
2026 Q1	$312K	Buy	4,344 +627	+17%	+$42.2K	﹤0.01%	543
2025 Q4	$258K	Buy	3,717 +164	+5%	+$10.2K	0.01%	473
2025 Q3	$215K	Buy	+3,553	New	+$203K	﹤0.01%	442
2020 Q3	–	Sell	-30,050	Closed	-$843K	–	121
2020 Q2	$843K	Buy	+30,050	New	+$764K	0.39%	59

Other funds holding DAL

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Apella Capital's DAL Position: Q2 2026 in Review

Apella Capital increased its Delta Air Lines (DAL) stake by 3.8% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,507 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #519.

Apella Capital first reported a position in DAL in Q2 2020 and has held it in 5 quarters since. The position peaked at $843K in Q2 2020. 201 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Apella Capital held 4,507 shares of Delta Air Lines worth $399K as of Q2 2026.
Apella Capital bought 163 Delta Air Lines shares in Q2 2026, an estimated $12.3K.
Delta Air Lines made up 0.01% of Apella Capital's portfolio in Q2 2026, its #519 holding.
Apella Capital first reported a position in Delta Air Lines in Q2 2020 and has held it in 5 quarters since.
Apella Capital's Delta Air Lines position peaked at $843K in Q2 2020.
201 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.