Lakeshore Financial Planning’s Delta Air Lines DAL Stock Holding History

Lakeshore Financial Planning’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	$422K	Buy	5,054 +3	+0.1%	+$254	0.13%	48
2026 Q2	$473K	Buy	5,051 +516	+11%	+$39K	0.15%	44
2026 Q1	$302K	Buy	4,535 +2	+0%	+$135	0.11%	59
2025 Q4	$315K	Buy	4,533 +3	+0.1%	+$187	0.11%	58
2025 Q3	$257K	Buy	4,530 +2	+0%	+$114	0.1%	66
2025 Q2	$223K	Buy	+4,528	New	+$208K	0.09%	71

Other funds holding DAL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Lakeshore Financial Planning's DAL Position: Q3 2026 in Review

Lakeshore Financial Planning increased its Delta Air Lines (DAL) stake by 0.06% in Q3 2026, buying an estimated $254 and bringing the position to 5,054 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #48.

Lakeshore Financial Planning first reported a position in DAL in Q2 2025 and has held it in 6 quarters since. The position peaked at $473K in Q2 2026. 1,273 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

Lakeshore Financial Planning held 5,054 shares of Delta Air Lines worth $422K as of Q3 2026.
Lakeshore Financial Planning bought 3 Delta Air Lines shares in Q3 2026, an estimated $254.
Delta Air Lines made up 0.13% of Lakeshore Financial Planning's portfolio in Q3 2026, its #48 holding.
Lakeshore Financial Planning first reported a position in Delta Air Lines in Q2 2025 and has held it in 6 quarters since.
Lakeshore Financial Planning's Delta Air Lines position peaked at $473K in Q2 2026.
1,273 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Lakeshore Financial Planning's 13F filing for Q3 2026, filed 13 Oct 2026.