Center for Financial Planning’s Delta Air Lines DAL Stock Holding History

Center for Financial Planning’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	$637K	Sell	6,797 -5,175	-43%	-$391K	0.06%	99
2026 Q1	$796K	Sell	11,972 -320	-3%	-$21.5K	0.08%	79
2025 Q4	$853K	Hold	12,292	–	–	0.09%	73
2025 Q3	$698K	Hold	12,292	–	–	0.07%	81
2025 Q2	$605K	Buy	12,292 +1,300	+12%	+$59.7K	0.07%	90
2025 Q1	$479K	Buy	10,992 +3,975	+57%	+$236K	0.06%	101
2024 Q4	$425K	Buy	7,017 +6,880	+5,022%	+$406K	0.06%	100
2024 Q3	$6.96K	Hold	137	–	–	﹤0.01%	436
2024 Q2	$6.5K	Hold	137	–	–	﹤0.01%	436
2024 Q1	$6.56K	Buy	137 +62	+83%	+$2.56K	﹤0.01%	451
2023 Q4	$3.02K	Buy	75 +18	+32%	+$653	﹤0.01%	447
2023 Q3	$2.11K	Hold	57	–	–	﹤0.01%	455
2023 Q2	$2.71K	Hold	57	–	–	﹤0.01%	479
2023 Q1	$1.99K	Sell	57 -23	-29%	-$853	﹤0.01%	452
2022 Q4	$2.63K	Hold	80	–	–	﹤0.01%	445
2022 Q3	$2K	Buy	80 +23	+40%	+$730	﹤0.01%	522
2022 Q2	$2K	Hold	57	–	–	﹤0.01%	464
2022 Q1	$2K	Hold	57	–	–	﹤0.01%	470
2021 Q4	$2K	Sell	57 -500	-90%	-$20K	﹤0.01%	476
2021 Q3	$24K	Hold	557	–	–	0.01%	294
2021 Q2	$24K	Sell	557 -197	-26%	-$9.12K	0.01%	291
2021 Q1	$36K	Buy	754 +197	+35%	+$8.71K	0.01%	246
2020 Q4	$22K	Hold	557	–	–	0.01%	272
2020 Q3	$17K	Sell	557 -274	-33%	-$7.9K	0.01%	275
2020 Q2	$23K	Buy	831 +57	+7%	+$1.45K	0.01%	244
2020 Q1	$22K	Buy	774 +170	+28%	+$8.43K	0.01%	242
2019 Q4	$35K	Buy	+604	New	+$33.9K	0.01%	215

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Center for Financial Planning's DAL Position: Q2 2026 in Review

Center for Financial Planning reduced its Delta Air Lines (DAL) stake by 43% in Q2 2026, selling an estimated $391K and leaving 6,797 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #99.

Center for Financial Planning first reported a position in DAL in Q4 2019 and has held it in 27 quarters since. The position peaked at $853K in Q4 2025. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Center for Financial Planning held 6,797 shares of Delta Air Lines worth $637K as of Q2 2026.
Center for Financial Planning sold 5,175 Delta Air Lines shares in Q2 2026, an estimated $391K.
Delta Air Lines made up 0.06% of Center for Financial Planning's portfolio in Q2 2026, its #99 holding.
Center for Financial Planning first reported a position in Delta Air Lines in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Delta Air Lines position peaked at $853K in Q4 2025.
1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.