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CBIZ Investment Advisory Services’s Delta Air Lines DAL Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-159
Closed -$11K – 494
2025
Q4 		$11K Hold
159
– – ﹤0.01% 367
2025
Q3 		$9.02K Buy
159
+25
+19% +$1.43K ﹤0.01% 355
2025
Q2 		$6.59K Buy
134
+124
+1,240% +$5.69K ﹤0.01% 406
2025
Q1 		$436 Buy
+10
New +$593 ﹤0.01% 578
2019
Q4 		– Hold
0
– – – 142

Other funds holding DAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

CBIZ Investment Advisory Services's DAL Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Delta Air Lines (DAL) in Q1 2026, closing a stake of 159 shares — an estimated $11K sold.

CBIZ Investment Advisory Services first reported a position in DAL in Q1 2025 and held it in 4 quarters. The position peaked at $11K in Q4 2025. 1,342 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Delta Air Lines position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 159 Delta Air Lines shares in Q1 2026, an estimated $11K.
  • CBIZ Investment Advisory Services first reported a position in Delta Air Lines in Q1 2025 and held it in 4 quarters.
  • CBIZ Investment Advisory Services's Delta Air Lines position peaked at $11K in Q4 2025.
  • 1,342 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.