Crestwood Advisors Group’s Delta Air Lines DAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$553K Buy
8,324
+790
+10% +$53.2K 0.01% 396
2025
Q4
$523K Buy
7,534
+3,443
+84% +$215K 0.01% 382
2025
Q3
$232K Buy
+4,091
New +$233K ﹤0.01% 519
2017
Q2
Sell
-250
Closed -$12K 216
2017
Q1
$12K Buy
+250
New +$12.2K ﹤0.01% 422

Other funds holding DAL

Crestwood Advisors Group's DAL Position: Q1 2026 in Review

Crestwood Advisors Group increased its Delta Air Lines (DAL) stake by 10% in Q1 2026, buying an estimated $53.2K and bringing the position to 8,324 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #396.

Crestwood Advisors Group first reported a position in DAL in Q1 2017 and has held it in 4 quarters since. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Crestwood Advisors Group held 8,324 shares of Delta Air Lines worth $553K as of Q1 2026.
  • Crestwood Advisors Group bought 790 Delta Air Lines shares in Q1 2026, an estimated $53.2K.
  • Delta Air Lines made up 0.01% of Crestwood Advisors Group's portfolio in Q1 2026, its #396 holding.
  • Crestwood Advisors Group first reported a position in Delta Air Lines in Q1 2017 and has held it in 4 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.