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Jeppson Wealth Management’s Delta Air Lines DAL Stock Holding History

Jeppson 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 		$230K Buy
3,458
+4
+0.1% +$269 0.07% 206
2025
Q4 		$240K Sell
3,454
-300
-8% -$18.7K 0.08% 193
2025
Q3 		$213K Buy
+3,754
New +$214K 0.07% 205

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

Jeppson Wealth Management's DAL Position: Q1 2026 in Review

Jeppson Wealth Management increased its Delta Air Lines (DAL) stake by 0.12% in Q1 2026, buying an estimated $269 and bringing the position to 3,458 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #206.

Jeppson Wealth Management first reported a position in DAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Jeppson Wealth Management held 3,458 shares of Delta Air Lines worth $230K as of Q1 2026.
  • Jeppson Wealth Management bought 4 Delta Air Lines shares in Q1 2026, an estimated $269.
  • Delta Air Lines made up 0.07% of Jeppson Wealth Management's portfolio in Q1 2026, its #206 holding.
  • Jeppson Wealth Management first reported a position in Delta Air Lines in Q3 2025 and has held it in 3 quarters since.
  • Jeppson Wealth Management's Delta Air Lines position peaked at $240K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.