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Forum Financial Management’s Delta Air Lines DAL Stock Holding History

Forum Financial 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
Q2 		$271K Buy
+2,889
New +$218K ﹤0.01% 288
2026
Q1 		– Sell
-15,615
Closed -$1.08M – 501
2025
Q4 		$1.08M Sell
15,615
-20
-0.1% -$1.25K 0.01% 233
2025
Q3 		$887K Buy
15,635
+2,345
+18% +$134K 0.01% 267
2025
Q2 		$654K Buy
13,290
+8
+0.1% +$367 0.01% 324
2025
Q1 		$579K Buy
13,282
+1,811
+16% +$107K 0.01% 323
2024
Q4 		$694K Buy
11,471
+2,094
+22% +$124K 0.01% 284
2024
Q3 		$476K Buy
9,377
+844
+10% +$36.8K 0.01% 345
2024
Q2 		$405K Sell
8,533
-289
-3% -$14.4K 0.01% 379
2024
Q1 		$422K Sell
8,822
-69
-0.8% -$2.85K 0.01% 383
2023
Q4 		$358K Buy
8,891
+182
+2% +$6.6K 0.01% 389
2023
Q3 		$322K Hold
8,709
– – 0.01% 404
2023
Q2 		$414K Sell
8,709
-10
-0.1% -$369 0.01% 333
2023
Q1 		$304K Buy
8,719
+325
+4% +$12.1K 0.01% 397
2022
Q4 		$276K Buy
8,394
+18
+0.2% +$597 0.01% 417
2022
Q3 		$235K Sell
8,376
-201
-2% -$6.38K 0.01% 435
2022
Q2 		$248K Sell
8,577
-98
-1% -$3.74K 0.01% 428
2022
Q1 		$343K Buy
8,675
+292
+3% +$11.4K 0.02% 337
2021
Q4 		$328K Buy
+8,383
New +$336K 0.02% 375

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Forum Financial Management's DAL Position: Q2 2026 in Review

Forum Financial Management opened a new position in Delta Air Lines (DAL) in Q2 2026: 2,889 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #288 among its holdings. This is a return to the name: Forum Financial Management previously reported a position in DAL as recently as Q4 2025.

Forum Financial Management first reported a position in DAL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2025. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Forum Financial Management held 2,889 shares of Delta Air Lines worth $271K as of Q2 2026.
  • Delta Air Lines was a new Forum Financial Management position in Q2 2026.
  • Delta Air Lines made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #288 holding.
  • Forum Financial Management first reported a position in Delta Air Lines in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's Delta Air Lines position peaked at $1.08M in Q4 2025.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.