Beacon Financial Advisory
DAL icon

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
Q3 		– Sell
-2,200
Closed -$206K – 430
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 +$240K 0.11% 209

Other funds holding DAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Beacon Financial Advisory's DAL Position: Q3 2026 in Review

Beacon Financial Advisory sold out of Delta Air Lines (DAL) in Q3 2026, closing a stake of 2,200 shares — an estimated $206K sold.

Beacon Financial Advisory first reported a position in DAL in Q3 2023 and held it in 5 quarters. The position peaked at $280K in Q1 2024. 1,048 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Beacon Financial Advisory reported no remaining Delta Air Lines position as of Q3 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 2,200 Delta Air Lines shares in Q3 2026, an estimated $206K.
  • Beacon Financial Advisory first reported a position in Delta Air Lines in Q3 2023 and held it in 5 quarters.
  • Beacon Financial Advisory's Delta Air Lines position peaked at $280K in Q1 2024.
  • 1,048 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.