Concord Wealth Partners’s Delta Air Lines DAL Stock Holding History

Concord Wealth Partners’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	$4.84K	Buy	+52	New	+$3.93K	﹤0.01%	666
2026 Q1	–	Sell	-51	Closed	-$3.57K	–	320
2025 Q4	$3.57K	Hold	51	–	–	﹤0.01%	655
2025 Q3	$2.91K	Hold	51	–	–	﹤0.01%	684
2025 Q2	$2.51K	Hold	51	–	–	﹤0.01%	702
2025 Q1	$2.22K	Hold	51	–	–	﹤0.01%	667
2024 Q4	$3.07K	Hold	51	–	–	﹤0.01%	662
2024 Q3	$2.57K	Sell	51 -142	-74%	-$6.19K	﹤0.01%	719
2024 Q2	$9.18K	Hold	193	–	–	﹤0.01%	517
2024 Q1	$9.26K	Hold	193	–	–	﹤0.01%	580
2023 Q4	$7.78K	Buy	193 +143	+286%	+$5.18K	﹤0.01%	591
2023 Q3	$1.85K	Hold	50	–	–	﹤0.01%	876
2023 Q2	$2.38K	Hold	50	–	–	﹤0.01%	839
2023 Q1	$1.75K	Hold	50	–	–	﹤0.01%	834
2022 Q4	$1.64K	Buy	+50	New	+$1.66K	﹤0.01%	984
2022 Q3	–	Sell	-50	Closed	-$1K	–	368
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1116
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	1081
2021 Q4	$2K	Buy	+50	New	+$2K	﹤0.01%	1113

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

Concord Wealth Partners's DAL Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Delta Air Lines (DAL) in Q2 2026: 52 shares worth $4.84K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in DAL as recently as Q4 2025.

Concord Wealth Partners first reported a position in DAL in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.26K in Q1 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Concord Wealth Partners held 52 shares of Delta Air Lines worth $4.84K as of Q2 2026.
Delta Air Lines was a new Concord Wealth Partners position in Q2 2026.
Delta Air Lines made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #666 holding.
Concord Wealth Partners first reported a position in Delta Air Lines in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Delta Air Lines position peaked at $9.26K in Q1 2024.
1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.