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

Focused 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
2025 Q2	–	Sell	-10,000	Closed	-$436K	–	217
2025 Q1	$436K	Buy	+10,000	New	+$593K	0.06%	98
2021 Q3	–	Sell	-16,000	Closed	-$13K	–	1015
2021 Q2	$13K	Buy	+16,000	New	+$741K	﹤0.01%	570
2019 Q1	–	Sell	-10,000	Closed	-$1K	–	709
2018 Q4	$1K	Buy	+10,000	New	+$545K	﹤0.01%	640
2014 Q2	–	Hold	0	–	-$435K	–	672
2014 Q1	–	Hold	0	–	–	–	56

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

Focused Wealth Management's DAL Position: Q1 2026 in Review

Focused Wealth Management increased its Delta Air Lines (DAL) stake by 16% in Q1 2026, buying an estimated $37K and bringing the position to 4,083 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #163.

Focused Wealth Management first reported a position in DAL in Q3 2013 and has held it in 47 quarters since. The position peaked at $449K in Q3 2017. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Focused Wealth Management held 4,083 shares of Delta Air Lines worth $271K as of Q1 2026.
Focused Wealth Management bought 550 Delta Air Lines shares in Q1 2026, an estimated $37K.
Delta Air Lines made up 0.03% of Focused Wealth Management's portfolio in Q1 2026, its #163 holding.
Focused Wealth Management first reported a position in Delta Air Lines in Q3 2013 and has held it in 47 quarters since.
Focused Wealth Management's Delta Air Lines position peaked at $449K in Q3 2017.
1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.