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Global Wealth Management Investment Advisory’s Delta Air Lines DAL Stock Holding History

Global Wealth Management Investment Advisory’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 		$5.9M Buy
62,969
+2,986
+5% +$225K 0.84% 38
2026
Q1 		$3.99M Buy
59,983
+2,600
+5% +$175K 0.62% 64
2025
Q4 		$3.98M Buy
57,383
+1,494
+3% +$93.3K 0.64% 58
2025
Q3 		$3.17M Buy
55,889
+6,976
+14% +$398K 0.53% 66
2025
Q2 		$2.41M Buy
48,913
+14,904
+44% +$684K 0.45% 70
2025
Q1 		$1.48M Buy
34,009
+2,626
+8% +$156K 0.3% 84
2024
Q4 		$1.9M Sell
31,383
-4,628
-13% -$273K 0.39% 74
2024
Q3 		$1.83M Buy
36,011
+6,203
+21% +$270K 0.39% 71
2024
Q2 		$1.41M Buy
29,808
+445
+2% +$22.1K 0.33% 78
2024
Q1 		$1.41M Buy
29,363
+3,568
+14% +$148K 0.34% 77
2023
Q4 		$1.04M Buy
25,795
+2,187
+9% +$79.3K 0.27% 92
2023
Q3 		$873K Buy
23,608
+1,519
+7% +$66K 0.24% 93
2023
Q2 		$1.05M Buy
+22,089
New +$815K 0.29% 86
2022
Q3 		– Sell
-700
Closed -$20K – 220
2022
Q2 		$20K Buy
700
+300
+75% +$11.4K 0.01% 238
2022
Q1 		$16K Hold
400
– – ﹤0.01% 273
2021
Q4 		$16K Hold
400
– – ﹤0.01% 271
2021
Q3 		$17K Hold
400
– – 0.01% 271
2021
Q2 		$17K Sell
400
-500
-56% -$23.1K 0.01% 256
2021
Q1 		$43K Buy
900
+100
+13% +$4.42K 0.02% 200
2020
Q4 		$32K Sell
800
-565
-41% -$20.5K 0.01% 206
2020
Q3 		$42K Sell
1,365
-2,752
-67% -$79.4K 0.02% 189
2020
Q2 		$115K Buy
4,117
+1,034
+34% +$26.3K 0.05% 141
2020
Q1 		$88K Buy
3,083
+389
+14% +$19.3K 0.04% 140
2019
Q4 		$158K Sell
2,694
-11
-0.4% -$617 0.07% 117
2019
Q3 		$156K Sell
2,705
-25
-0.9% -$1.48K 0.07% 111
2019
Q2 		$155K Sell
2,730
-418
-13% -$23.4K 0.08% 111
2019
Q1 		$163K Buy
3,148
+326
+12% +$16.2K 0.08% 125
2018
Q4 		$141K Buy
+2,822
New +$154K 0.08% 149

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 $3.38T AUM 44.17% 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

Global Wealth Management Investment Advisory's DAL Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Delta Air Lines (DAL) stake by 5% in Q2 2026, buying an estimated $225K and bringing the position to 62,969 shares worth $5.9M. The position accounts for 0.84% of the portfolio, ranked #38.

Global Wealth Management Investment Advisory first reported a position in DAL in Q4 2018 and has held it in 28 quarters since. 1,520 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Global Wealth Management Investment Advisory held 62,969 shares of Delta Air Lines worth $5.9M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 2,986 Delta Air Lines shares in Q2 2026, an estimated $225K.
  • Delta Air Lines made up 0.84% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #38 holding.
  • Global Wealth Management Investment Advisory first reported a position in Delta Air Lines in Q4 2018 and has held it in 28 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.