GoalVest Advisory’s Delta Air Lines DAL Stock Holding History

GoalVest 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	$97.6K	Hold	1,042	–	–	0.02%	160
2026 Q1	$69.3K	Hold	1,042	–	–	0.01%	199
2025 Q4	$72.3K	Hold	1,042	–	–	0.01%	204
2025 Q3	$59.1K	Hold	1,042	–	–	0.01%	204
2025 Q2	$51.2K	Sell	1,042 -15	-1%	-$689	0.01%	206
2025 Q1	$46.1K	Buy	1,057 +15	+1%	+$889	0.01%	190
2024 Q4	$63K	Hold	1,042	–	–	0.02%	174
2024 Q3	$52.9K	Hold	1,042	–	–	0.02%	185
2024 Q2	$49.4K	Hold	1,042	–	–	0.02%	176
2024 Q1	$49.9K	Buy	+1,042	New	+$43.1K	0.02%	196
2022 Q2	–	Sell	-19	Closed	-$1K	–	356
2022 Q1	$1K	Buy	+19	New	+$740	﹤0.01%	323

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

GoalVest Advisory's DAL Position: Q2 2026 in Review

GoalVest Advisory held its Delta Air Lines (DAL) position steady in Q2 2026 at 1,042 shares worth $97.6K. The position accounts for 0.02% of the portfolio, ranked #160.

GoalVest Advisory first reported a position in DAL in Q1 2022 and has held it in 11 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

GoalVest Advisory held 1,042 shares of Delta Air Lines worth $97.6K as of Q2 2026.
GoalVest Advisory left its Delta Air Lines share count unchanged in Q2 2026.
Delta Air Lines made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #160 holding.
GoalVest Advisory first reported a position in Delta Air Lines in Q1 2022 and has held it in 11 quarters since.
1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.