Empirical Wealth Management’s Delta Air Lines DAL Stock Holding History

Empirical Wealth Management’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 Q3	$4.23M	Buy	50,640 +2,678	+6%	+$227K	0.06%	182
2026 Q2	$4.49M	Buy	47,962 +5,223	+12%	+$394K	0.07%	173
2026 Q1	$2.84M	Buy	42,739 +2,274	+6%	+$153K	0.05%	212
2025 Q4	$2.81M	Buy	40,465 +3,284	+9%	+$205K	0.05%	210
2025 Q3	$2.11M	Buy	37,181 +1,822	+5%	+$104K	0.04%	235
2025 Q2	$1.74M	Buy	35,359 +5,428	+18%	+$249K	0.04%	247
2025 Q1	$1.3M	Buy	29,931 +20,110	+205%	+$1.19M	0.03%	265
2024 Q4	$594K	Buy	9,821 +1,727	+21%	+$102K	0.02%	358
2024 Q3	$411K	Buy	8,094 +1,953	+32%	+$85.1K	0.01%	407
2024 Q2	$291K	Buy	+6,141	New	+$306K	0.01%	462
2021 Q1	–	Sell	-5,505	Closed	-$221K	–	402
2020 Q4	$221K	Buy	+5,505	New	+$200K	0.02%	327
2020 Q1	–	Sell	-3,952	Closed	-$231K	–	331
2019 Q4	$231K	Buy	+3,952	New	+$222K	0.03%	293

Other funds holding DAL

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Empirical Wealth Management's DAL Position: Q3 2026 in Review

Empirical Wealth Management increased its Delta Air Lines (DAL) stake by 5.6% in Q3 2026, buying an estimated $227K and bringing the position to 50,640 shares worth $4.23M. The position accounts for 0.06% of the portfolio, ranked #182.

Empirical Wealth Management first reported a position in DAL in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.49M in Q2 2026. 550 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

Empirical Wealth Management held 50,640 shares of Delta Air Lines worth $4.23M as of Q3 2026.
Empirical Wealth Management bought 2,678 Delta Air Lines shares in Q3 2026, an estimated $227K.
Delta Air Lines made up 0.06% of Empirical Wealth Management's portfolio in Q3 2026, its #182 holding.
Empirical Wealth Management first reported a position in Delta Air Lines in Q4 2019 and has held it in 12 quarters since.
Empirical Wealth Management's Delta Air Lines position peaked at $4.49M in Q2 2026.
550 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.