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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$99.7K Sell
1,500
-2,000
-57% -$135K 0.03% 294
2025
Q4
$243K Buy
3,500
+2,000
+133% +$125K 0.06% 192
2025
Q3
$85.1K Buy
+1,500
New +$85.6K 0.02% 274

Other funds holding DAL

Kelleher Financial Advisors's DAL Position: Q1 2026 in Review

Kelleher Financial Advisors reduced its Delta Air Lines (DAL) stake by 57% in Q1 2026, selling an estimated $135K and leaving 1,500 shares worth $99.7K. The position accounts for 0.03% of the portfolio, ranked #294.

Kelleher Financial Advisors first reported a position in DAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Kelleher Financial Advisors held 1,500 shares of Delta Air Lines worth $99.7K as of Q1 2026.
  • Kelleher Financial Advisors sold 2,000 Delta Air Lines shares in Q1 2026, an estimated $135K.
  • Delta Air Lines made up 0.03% of Kelleher Financial Advisors's portfolio in Q1 2026, its #294 holding.
  • Kelleher Financial Advisors first reported a position in Delta Air Lines in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Delta Air Lines position peaked at $243K in Q4 2025.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.