CIAS
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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 – 496
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
2020
Q2 		– Hold
0
– – – 146
2020
Q1 		– Hold
0
– – – 220
2019
Q4 		– Hold
0
– – – 142

Other funds holding DAL

BlackRock
BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return