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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
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

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

Berger Financial Group's DAL Position: Q1 2026 in Review

Berger Financial Group increased its Delta Air Lines (DAL) stake by 7.6% in Q1 2026, buying an estimated $25.5K and bringing the position to 5,363 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #339.

Berger Financial Group first reported a position in DAL in Q4 2020 and has held it in 22 quarters since. The position peaked at $500K in Q4 2024. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Berger Financial Group held 5,363 shares of Delta Air Lines worth $357K as of Q1 2026.
  • Berger Financial Group bought 379 Delta Air Lines shares in Q1 2026, an estimated $25.5K.
  • Delta Air Lines made up 0.02% of Berger Financial Group's portfolio in Q1 2026, its #339 holding.
  • Berger Financial Group first reported a position in Delta Air Lines in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Delta Air Lines position peaked at $500K in Q4 2024.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.