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

Legacy 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	$1.73M	Sell	18,453 -1,479	-7%	-$112K	0.21%	83
2026 Q1	$1.33M	Buy	19,932 +128	+0.6%	+$8.62K	0.19%	97
2025 Q4	$1.37M	Buy	19,804 +3,013	+18%	+$188K	0.19%	93
2025 Q3	$953K	Buy	16,791 +2,231	+15%	+$127K	0.13%	131
2025 Q2	$716K	Buy	+14,560	New	+$669K	0.11%	162
2024 Q2	–	Sell	-6,795	Closed	-$325K	–	337
2024 Q1	$325K	Buy	+6,795	New	+$281K	0.06%	238
2023 Q3	–	Sell	-4,346	Closed	-$207K	–	273
2023 Q2	$207K	Buy	+4,346	New	+$160K	0.04%	243
2019 Q2	–	Sell	-1,094	Closed	-$57K	–	305
2019 Q1	$57K	Sell	1,094 -229	-17%	-$11.4K	0.02%	257
2018 Q4	$66K	Buy	1,323 +1,046	+378%	+$57K	0.03%	192
2018 Q3	$16K	Hold	277	–	–	0.01%	407
2018 Q2	$14K	Buy	277 +33	+14%	+$1.76K	0.01%	442
2018 Q1	$12K	Hold	244	–	–	﹤0.01%	436
2017 Q4	$13K	Buy	+244	New	+$12.7K	0.01%	430

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Legacy Financial Advisors reduced its Delta Air Lines (DAL) stake by 7.4% in Q2 2026, selling an estimated $112K and leaving 18,453 shares worth $1.73M. The position accounts for 0.21% of the portfolio, ranked #83.

Legacy Financial Advisors first reported a position in DAL in Q4 2017 and has held it in 13 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Legacy Financial Advisors held 18,453 shares of Delta Air Lines worth $1.73M as of Q2 2026.
Legacy Financial Advisors sold 1,479 Delta Air Lines shares in Q2 2026, an estimated $112K.
Delta Air Lines made up 0.21% of Legacy Financial Advisors's portfolio in Q2 2026, its #83 holding.
Legacy Financial Advisors first reported a position in Delta Air Lines in Q4 2017 and has held it in 13 quarters since.
1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.