Jeppson Wealth Management
DAL icon

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
Q3 		$285K Hold
3,413
– – 0.08% 191
2026
Q2 		$320K Sell
3,413
-45
-1% -$3.4K 0.09% 187
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

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Jeppson Wealth Management's DAL Position: Q3 2026 in Review

Jeppson Wealth Management held its Delta Air Lines (DAL) position steady in Q3 2026 at 3,413 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #191.

Jeppson Wealth Management first reported a position in DAL in Q3 2025 and has held it in 5 quarters since. The position peaked at $320K in Q2 2026. 282 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Jeppson Wealth Management held 3,413 shares of Delta Air Lines worth $285K as of Q3 2026.
  • Jeppson Wealth Management left its Delta Air Lines share count unchanged in Q3 2026.
  • Delta Air Lines made up 0.08% of Jeppson Wealth Management's portfolio in Q3 2026, its #191 holding.
  • Jeppson Wealth Management first reported a position in Delta Air Lines in Q3 2025 and has held it in 5 quarters since.
  • Jeppson Wealth Management's Delta Air Lines position peaked at $320K in Q2 2026.
  • 282 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.