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Kapstone Financial Advisors’s Delta Air Lines DAL Stock Holding History

Kapstone Financial 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
Q2 		$402K Hold
4,292
– – 0.17% 92
2026
Q1 		$285K Sell
4,292
-83
-2% -$5.59K 0.14% 104
2025
Q4 		$304K Hold
4,375
– – 0.15% 79
2025
Q3 		$248K Sell
4,375
-1,641
-27% -$93.6K 0.12% 97
2025
Q2 		$296K Sell
6,016
-213
-3% -$9.78K 0.15% 81
2025
Q1 		$272K Hold
6,229
– – 0.15% 83
2024
Q4 		$426K Sell
6,229
-1,180
-16% -$69.7K 0.23% 64
2024
Q3 		$382K Sell
7,409
-412
-5% -$18K 0.23% 67
2024
Q2 		$371K Hold
7,821
– – 0.24% 66
2024
Q1 		$374K Hold
7,821
– – 0.25% 68
2023
Q4 		$314K Buy
7,821
+1,440
+23% +$52.2K 0.25% 71
2023
Q3 		$236K Buy
6,381
+269
+4% +$11.7K 0.21% 79
2023
Q2 		$277K Sell
6,112
-780
-11% -$28.8K 0.23% 77
2023
Q1 		$230K Sell
6,892
-444
-6% -$16.5K 0.21% 80
2022
Q4 		$293K Buy
+7,336
New +$243K 0.27% 75

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Kapstone Financial Advisors's DAL Position: Q2 2026 in Review

Kapstone Financial Advisors held its Delta Air Lines (DAL) position steady in Q2 2026 at 4,292 shares worth $402K. The position accounts for 0.17% of the portfolio, ranked #92.

Kapstone Financial Advisors first reported a position in DAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $426K in Q4 2024. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Kapstone Financial Advisors held 4,292 shares of Delta Air Lines worth $402K as of Q2 2026.
  • Kapstone Financial Advisors left its Delta Air Lines share count unchanged in Q2 2026.
  • Delta Air Lines made up 0.17% of Kapstone Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Kapstone Financial Advisors first reported a position in Delta Air Lines in Q4 2022 and has held it in 15 quarters since.
  • Kapstone Financial Advisors's Delta Air Lines position peaked at $426K in Q4 2024.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.