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Berger Financial Group’s Delta Air Lines DAL Stock Holding History

Berger Financial Group’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 		$455K Sell
4,854
-509
-9% -$38.4K 0.02% 305
2026
Q1 		$357K Buy
5,363
+379
+8% +$25.5K 0.02% 339
2025
Q4 		$346K Sell
4,984
-1,126
-18% -$70.3K 0.02% 340
2025
Q3 		$347K Buy
6,110
+8
+0.1% +$457 0.02% 327
2025
Q2 		$300K Sell
6,102
-205
-3% -$9.41K 0.02% 339
2025
Q1 		$275K Sell
6,307
-1,958
-24% -$116K 0.02% 347
2024
Q4 		$500K Sell
8,265
-359
-4% -$21.2K 0.03% 256
2024
Q3 		$438K Sell
8,624
-196
-2% -$8.54K 0.03% 247
2024
Q2 		$418K Sell
8,820
-276
-3% -$13.7K 0.03% 235
2024
Q1 		$435K Sell
9,096
-529
-5% -$21.9K 0.04% 224
2023
Q4 		$387K Sell
9,625
-476
-5% -$17.3K 0.04% 190
2023
Q3 		$374K Buy
10,101
+693
+7% +$30.1K 0.04% 182
2023
Q2 		$447K Sell
9,408
-387
-4% -$14.3K 0.05% 169
2023
Q1 		$342K Buy
9,795
+1,205
+14% +$44.7K 0.04% 197
2022
Q4 		$282K Buy
8,590
+938
+12% +$31.1K 0.04% 205
2022
Q3 		$215K Buy
7,652
+403
+6% +$12.8K 0.03% 224
2022
Q2 		$210K Buy
7,249
+1,115
+18% +$42.5K 0.03% 229
2022
Q1 		$243K Sell
6,134
-7
-0.1% -$273 0.03% 237
2021
Q4 		$240K Sell
6,141
-1,030
-14% -$41.2K 0.03% 234
2021
Q3 		$306K Sell
7,171
-302
-4% -$12.3K 0.06% 160
2021
Q2 		$323K Hold
7,473
– – 0.06% 153
2021
Q1 		$361K Buy
7,473
+155
+2% +$6.86K 0.08% 135
2020
Q4 		$294K Buy
+7,318
New +$266K 0.05% 163

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

Berger Financial Group's DAL Position: Q2 2026 in Review

Berger Financial Group reduced its Delta Air Lines (DAL) stake by 9.5% in Q2 2026, selling an estimated $38.4K and leaving 4,854 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #305.

Berger Financial Group first reported a position in DAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $500K in Q4 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Berger Financial Group held 4,854 shares of Delta Air Lines worth $455K as of Q2 2026.
  • Berger Financial Group sold 509 Delta Air Lines shares in Q2 2026, an estimated $38.4K.
  • Delta Air Lines made up 0.02% of Berger Financial Group's portfolio in Q2 2026, its #305 holding.
  • Berger Financial Group first reported a position in Delta Air Lines in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Delta Air Lines position peaked at $500K in Q4 2024.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.