BWM
DAL icon

Bernard Wealth Management’s Delta Air Lines DAL Stock Holding History

Bernard Wealth 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 		$22K Sell
235
-93
-28% -$7.02K 0.01% 186
2026
Q1 		$21.8K Hold
328
– – 0.01% 181
2025
Q4 		$22.8K Hold
328
– – 0.01% 178
2025
Q3 		$18.6K Buy
328
+1
+0.3% +$57 0.01% 190
2025
Q2 		$16.1K Sell
327
-500
-60% -$23K 0.01% 189
2025
Q1 		$36.1K Sell
827
-10
-1% -$593 0.02% 145
2024
Q4 		$50.6K Buy
+837
New +$49.4K 0.02% 122

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

Bernard Wealth Management's DAL Position: Q2 2026 in Review

Bernard Wealth Management reduced its Delta Air Lines (DAL) stake by 28% in Q2 2026, selling an estimated $7.02K and leaving 235 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #186.

Bernard Wealth Management first reported a position in DAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.6K in Q4 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Bernard Wealth Management held 235 shares of Delta Air Lines worth $22K as of Q2 2026.
  • Bernard Wealth Management sold 93 Delta Air Lines shares in Q2 2026, an estimated $7.02K.
  • Delta Air Lines made up 0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Bernard Wealth Management first reported a position in Delta Air Lines in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Delta Air Lines position peaked at $50.6K in Q4 2024.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.