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HWM
HB Wealth Management’s
Delta Air Lines
DAL
Stock Holding History
HB 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
2026
Q1
$11.8M
Buy
177,145
+20,203
+13%
+$1.36M
0.08%
143
2025
Q4
$10.9M
Buy
156,942
+5,021
+3%
+$314K
0.07%
144
2025
Q3
$8.62M
Buy
151,921
+22,957
+18%
+$1.31M
0.06%
174
2025
Q2
$6.34M
Sell
128,964
-18,135
-12%
-$833K
0.05%
192
2025
Q1
$6.41M
Buy
147,099
+8,966
+6%
+$532K
0.05%
185
2024
Q4
$8.36M
Sell
138,133
-14
-0%
-$827
0.09%
114
2024
Q3
$7.02M
Sell
138,147
-1,726
-1%
-$75.2K
0.08%
128
2024
Q2
$6.64M
Buy
139,873
+52,849
+61%
+$2.63M
0.08%
124
2024
Q1
$4.17M
Sell
87,024
-2,471
-3%
-$102K
0.05%
166
2023
Q4
$3.6M
Buy
89,495
+37,193
+71%
+$1.35M
0.05%
161
2023
Q3
$1.94M
Buy
52,302
+1,621
+3%
+$70.4K
0.03%
212
2023
Q2
$2.41M
Sell
50,681
-3,036
-6%
-$112K
0.04%
182
2023
Q1
$1.88M
Sell
53,717
-2,042
-4%
-$75.7K
0.03%
199
2022
Q4
$1.83M
Sell
55,759
-1,220
-2%
-$40.4K
0.03%
205
2022
Q3
$1.6M
Sell
56,979
-6,987
-11%
-$222K
0.03%
201
2022
Q2
$1.85M
Sell
63,966
-922
-1%
-$35.1K
0.04%
182
2022
Q1
$2.57M
Buy
64,888
+11,580
+22%
+$451K
0.05%
157
2021
Q4
$2.08M
Buy
+53,308
New
+$2.13M
0.04%
159
Other funds holding DAL
BlackRock
New York
$5.7T 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
$74.9B AUM
11.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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