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Caerus Investment Advisors’s Delta Air Lines DAL Stock Holding History

Caerus Investment Advisors’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 		$410K Sell
6,172
-1,262
-17% -$85K 0.17% 122
2025
Q4 		$516K Buy
+7,434
New +$464K 0.17% 140

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

Caerus Investment Advisors's DAL Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Delta Air Lines (DAL) stake by 17% in Q1 2026, selling an estimated $85K and leaving 6,172 shares worth $410K. The position accounts for 0.17% of the portfolio, ranked #122.

Caerus Investment Advisors first reported a position in DAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $516K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Caerus Investment Advisors held 6,172 shares of Delta Air Lines worth $410K as of Q1 2026.
  • Caerus Investment Advisors sold 1,262 Delta Air Lines shares in Q1 2026, an estimated $85K.
  • Delta Air Lines made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #122 holding.
  • Caerus Investment Advisors first reported a position in Delta Air Lines in Q4 2025 and has held it in 2 quarters since.
  • Caerus Investment Advisors's Delta Air Lines position peaked at $516K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.