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 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Lakeshore Financial Planning's DAL Position: Q2 2026 in Review

Lakeshore Financial Planning increased its Delta Air Lines (DAL) stake by 11% in Q2 2026, buying an estimated $39K and bringing the position to 5,051 shares worth $473K. The position accounts for 0.15% of the portfolio, ranked #44.

Lakeshore Financial Planning first reported a position in DAL in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Lakeshore Financial Planning held 5,051 shares of Delta Air Lines worth $473K as of Q2 2026.
Lakeshore Financial Planning bought 516 Delta Air Lines shares in Q2 2026, an estimated $39K.
Delta Air Lines made up 0.15% of Lakeshore Financial Planning's portfolio in Q2 2026, its #44 holding.
Lakeshore Financial Planning first reported a position in Delta Air Lines in Q2 2025 and has held it in 5 quarters since.
614 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.