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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Global Wealth Management Investment Advisory's DAL Position: Q1 2026 in Review

Global Wealth Management Investment Advisory increased its Delta Air Lines (DAL) stake by 4.5% in Q1 2026, buying an estimated $175K and bringing the position to 59,983 shares worth $3.99M. The position accounts for 0.62% of the portfolio, ranked #64.

Global Wealth Management Investment Advisory first reported a position in DAL in Q4 2018 and has held it in 27 quarters since. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Global Wealth Management Investment Advisory held 59,983 shares of Delta Air Lines worth $3.99M as of Q1 2026.
  • Global Wealth Management Investment Advisory bought 2,600 Delta Air Lines shares in Q1 2026, an estimated $175K.
  • Delta Air Lines made up 0.62% of Global Wealth Management Investment Advisory's portfolio in Q1 2026, its #64 holding.
  • Global Wealth Management Investment Advisory first reported a position in Delta Air Lines in Q4 2018 and has held it in 27 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2026, filed 1 May 2026.