Heritage Wealth Advisors’s Delta Air Lines DAL Stock Holding History

Heritage Wealth Advisors’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	$7.98K	Buy	120 +50	+71%	+$3.37K	﹤0.01%	535
2025 Q4	$4.86K	Hold	70	–	–	﹤0.01%	499
2025 Q3	$3.97K	Sell	70 -6	-8%	-$342	﹤0.01%	487
2025 Q2	$3.74K	Buy	76 +6	+9%	+$275	﹤0.01%	478
2025 Q1	$3.05K	Hold	70	–	–	﹤0.01%	484
2024 Q4	$4.24K	Hold	70	–	–	﹤0.01%	511
2024 Q3	$3.56K	Hold	70	–	–	﹤0.01%	513
2024 Q2	$3.32K	Hold	70	–	–	﹤0.01%	464
2024 Q1	$3.35K	Hold	70	–	–	﹤0.01%	486
2023 Q4	$2.82K	Hold	70	–	–	﹤0.01%	497
2023 Q3	$2.59K	Hold	70	–	–	﹤0.01%	457
2023 Q2	$3.33K	Hold	70	–	–	﹤0.01%	485
2023 Q1	$2.44K	Hold	70	–	–	﹤0.01%	509
2022 Q4	$2.3K	Sell	70 -30	-30%	-$994	﹤0.01%	506
2022 Q3	$2.81K	Hold	100	–	–	﹤0.01%	471
2022 Q2	$3K	Buy	100 +80	+400%	+$3.05K	﹤0.01%	510
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	515
2021 Q4	$1K	Buy	+20	New	+$801	﹤0.01%	524
2020 Q2	–	Sell	-20	Closed	-$577	–	441
2020 Q1	$577	Sell	20 -1,082	-98%	-$53.6K	﹤0.01%	434
2019 Q4	$64.4K	Buy	1,102 +585	+113%	+$32.8K	0.01%	277
2019 Q3	$29K	Hold	517	–	–	﹤0.01%	322
2019 Q2	$29.3K	Hold	517	–	–	﹤0.01%	307
2019 Q1	$26.7K	Hold	517	–	–	﹤0.01%	277
2018 Q4	$25K	Hold	517	–	–	﹤0.01%	246
2018 Q3	$29K	Buy	+517	New	+$28.5K	0.01%	239

Other funds holding DAL

BlackRock New York $5.72T 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 $75B AUM 11.27% 1-Year Est. Return

Heritage Wealth Advisors's DAL Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Delta Air Lines (DAL) stake by 71% in Q1 2026, buying an estimated $3.37K and bringing the position to 120 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Heritage Wealth Advisors first reported a position in DAL in Q3 2018 and has held it in 25 quarters since. The position peaked at $64.4K in Q4 2019. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Heritage Wealth Advisors held 120 shares of Delta Air Lines worth $7.98K as of Q1 2026.
Heritage Wealth Advisors bought 50 Delta Air Lines shares in Q1 2026, an estimated $3.37K.
Delta Air Lines made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #535 holding.
Heritage Wealth Advisors first reported a position in Delta Air Lines in Q3 2018 and has held it in 25 quarters since.
Heritage Wealth Advisors's Delta Air Lines position peaked at $64.4K in Q4 2019.
1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.