Beacon Financial Advisory’s Delta Air Lines DAL Stock Holding History

Beacon Financial Advisory’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	$206K	Buy	+2,200	New	+$166K	0.04%	406
2024 Q3	–	Sell	-5,850	Closed	-$278K	–	302
2024 Q2	$278K	Buy	5,850 +1	+0%	+$50	0.1%	224
2024 Q1	$280K	Buy	5,849 +275	+5%	+$11.4K	0.14%	188
2023 Q4	$224K	Buy	5,574 +35	+0.6%	+$1.27K	0.11%	225
2023 Q3	$205K	Buy	+5,539	New	+$241K	0.11%	209

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Beacon Financial Advisory's DAL Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Delta Air Lines (DAL) in Q2 2026: 2,200 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #406 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in DAL as recently as Q2 2024.

Beacon Financial Advisory first reported a position in DAL in Q3 2023 and has held it in 5 quarters since. The position peaked at $280K in Q1 2024. 1,517 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Beacon Financial Advisory held 2,200 shares of Delta Air Lines worth $206K as of Q2 2026.
Delta Air Lines was a new Beacon Financial Advisory position in Q2 2026.
Delta Air Lines made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #406 holding.
Beacon Financial Advisory first reported a position in Delta Air Lines in Q3 2023 and has held it in 5 quarters since.
Beacon Financial Advisory's Delta Air Lines position peaked at $280K in Q1 2024.
1,517 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.