AWM
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Axxcess Wealth Management’s Delta Air Lines DAL Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-10,001
Closed -$694K – 514
2025
Q4 		$694K Sell
10,001
-459
-4% -$28.7K 0.01% 599
2025
Q3 		$594K Sell
10,460
-5,388
-34% -$307K 0.01% 578
2025
Q2 		$779K Buy
15,848
+5,544
+54% +$255K 0.02% 490
2025
Q1 		$449K Buy
10,304
+665
+7% +$39.4K 0.01% 582
2024
Q4 		$583K Buy
9,639
+500
+5% +$29.5K 0.01% 511
2024
Q3 		$464K Buy
9,139
+172
+2% +$7.5K 0.01% 565
2024
Q2 		$425K Sell
8,967
-150
-2% -$7.46K 0.01% 562
2024
Q1 		$436K Hold
9,117
– – 0.01% 569
2023
Q4 		$367K Buy
+9,117
New +$331K 0.01% 588
2022
Q2 		– Sell
-9,671
Closed -$383K – 565
2022
Q1 		$383K Buy
9,671
+126
+1% +$4.91K 0.03% 420
2021
Q4 		$373K Buy
+9,545
New +$382K 0.03% 422

Other funds holding DAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Axxcess Wealth Management's DAL Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Delta Air Lines (DAL) in Q1 2026, closing a stake of 10,001 shares — an estimated $694K sold.

Axxcess Wealth Management first reported a position in DAL in Q4 2021 and held it in 11 quarters. The position peaked at $779K in Q2 2025. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Delta Air Lines position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,001 Delta Air Lines shares in Q1 2026, an estimated $694K.
  • Axxcess Wealth Management first reported a position in Delta Air Lines in Q4 2021 and held it in 11 quarters.
  • Axxcess Wealth Management's Delta Air Lines position peaked at $779K in Q2 2025.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.