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Beese Fulmer Investment Management’s Delta Air Lines DAL Stock Holding History

Beese Fulmer Investment 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
Q2 		$304K Sell
3,251
-1,103
-25% -$83.3K 0.02% 300
2026
Q1 		$289K Buy
+4,354
New +$293K 0.02% 316
2020
Q3 		– Sell
-425
Closed -$12K – 273
2020
Q2 		$12K Buy
+425
New +$10.8K ﹤0.01% 457

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Beese Fulmer Investment Management's DAL Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Delta Air Lines (DAL) stake by 25% in Q2 2026, selling an estimated $83.3K and leaving 3,251 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #300.

Beese Fulmer Investment Management first reported a position in DAL in Q2 2020 and has held it in 3 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Beese Fulmer Investment Management held 3,251 shares of Delta Air Lines worth $304K as of Q2 2026.
  • Beese Fulmer Investment Management sold 1,103 Delta Air Lines shares in Q2 2026, an estimated $83.3K.
  • Delta Air Lines made up 0.02% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #300 holding.
  • Beese Fulmer Investment Management first reported a position in Delta Air Lines in Q2 2020 and has held it in 3 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.