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Bill Nygren’s Delta Air Lines DAL Stock Holding History

Bill Nygren’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 		$1.62B Sell
17,329,926
-673,028
-4% -$50.8M 2.15% 12
2026
Q1 		$1.2B Sell
18,002,954
-1,663,561
-8% -$112M 1.6% 19
2025
Q4 		$1.36B Buy
19,666,515
+6,144,645
+45% +$384M 1.73% 21
2025
Q3 		$767M Sell
13,521,870
-526,759
-4% -$30.1M 1.23% 33
2025
Q2 		$691M Buy
14,048,629
+2,756,447
+24% +$127M 1.12% 36
2025
Q1 		$492M Buy
11,292,182
+1,471,530
+15% +$87.2M 0.83% 44
2024
Q4 		$594M Sell
9,820,652
-2,803,255
-22% -$166M 0.78% 43
2024
Q3 		$641M Buy
12,623,907
+910,362
+8% +$39.7M 0.84% 35
2024
Q2 		$556M Buy
11,713,545
+5,177,315
+79% +$258M 0.94% 35
2024
Q1 		$313M Buy
+6,536,230
New +$270M 0.51% 57

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

Bill Nygren's DAL Position: Q2 2026 in Review

Bill Nygren reduced its Delta Air Lines (DAL) stake by 3.7% in Q2 2026, selling an estimated $50.8M and leaving 17,329,926 shares worth $1.62B. The position accounts for 2.15% of the portfolio, ranked #12.

Bill Nygren first reported a position in DAL in Q1 2024 and has held it in 10 quarters since. 1,508 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Bill Nygren held 17,329,926 shares of Delta Air Lines worth $1.62B as of Q2 2026.
  • Bill Nygren sold 673,028 Delta Air Lines shares in Q2 2026, an estimated $50.8M.
  • Delta Air Lines made up 2.15% of Bill Nygren's portfolio in Q2 2026, its #12 holding.
  • Bill Nygren first reported a position in Delta Air Lines in Q1 2024 and has held it in 10 quarters since.
  • 1,508 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Harris Associates's 13F filing for Q2 2026, filed 14 Aug 2026.