Creative Planning’s Delta Air Lines DAL Stock Holding History

Creative 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
2025 Q4	–	Sell	-500	Closed	-$11.2K	–	3949
2025 Q3	$11.2K	Buy	+500	New	+$28.5K	﹤0.01%	3839
2023 Q1	–	Sell	-100	Closed	-$52	–	2675
2022 Q4	$52	Buy	+100	New	+$3.31K	﹤0.01%	2476
2021 Q2	–	Sell	-100	Closed	-$1K	–	2198
2021 Q1	$1K	Sell	100 -200	-67%	-$8.85K	﹤0.01%	2580
2020 Q4	$3K	Sell	300 -6,500	-96%	-$236K	﹤0.01%	2280
2020 Q3	$28K	Sell	6,800 -16,000	-70%	-$461K	﹤0.01%	1957
2020 Q2	$58K	Buy	22,800 +2,800	+14%	+$71.2K	﹤0.01%	1747
2020 Q1	$60K	Buy	+20,000	New	+$991K	﹤0.01%	1608
2016 Q2	–	Sell	-1,000	Closed	-$2K	–	4374
2016 Q1	$2K	Sell	1,000 -100	-9%	-$4.67K	﹤0.01%	3934
2015 Q4	$6K	Buy	1,100 +100	+10%	+$4.95K	﹤0.01%	3576
2015 Q3	$3K	Buy	+1,000	New	+$44.9K	﹤0.01%	3814
2015 Q2	–	Sell	-1,000	Closed	-$6K	–	1517
2015 Q1	$6K	Buy	+1,000	New	+$46.4K	﹤0.01%	3453

Other funds holding DAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Creative Planning's DAL Position: Q1 2026 in Review

Creative Planning increased its Delta Air Lines (DAL) stake by 47% in Q1 2026, buying an estimated $9.54M and bringing the position to 445,632 shares worth $29.6M. The position accounts for 0.02% of the portfolio, ranked #316.

Creative Planning first reported a position in DAL in Q2 2013 and has held it in 52 quarters since. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Creative Planning held 445,632 shares of Delta Air Lines worth $29.6M as of Q1 2026.
Creative Planning bought 141,674 Delta Air Lines shares in Q1 2026, an estimated $9.54M.
Delta Air Lines made up 0.02% of Creative Planning's portfolio in Q1 2026, its #316 holding.
Creative Planning first reported a position in Delta Air Lines in Q2 2013 and has held it in 52 quarters since.
1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.