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LMG Wealth Partners’s Delta Air Lines DAL Stock Holding History

LMG Wealth Partners’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
2025
Q1 		– Sell
-78,319
Closed -$4.74M – 132
2024
Q4 		$4.74M Hold
78,319
– – 1.03% 35
2024
Q3 		$3.98M Buy
78,319
+42
+0.1% +$1.83K 0.91% 39
2024
Q2 		$3.71M Buy
78,277
+191
+0.2% +$9.51K 0.93% 36
2024
Q1 		$3.74M Buy
78,086
+39
+0% +$1.61K 0.94% 36
2023
Q4 		$3.14M Buy
78,047
+3,115
+4% +$113K 0.87% 36
2023
Q3 		$2.77M Buy
74,932
+990
+1% +$43K 0.84% 40
2023
Q2 		$3.52M Buy
73,942
+8,629
+13% +$318K 1.08% 33
2023
Q1 		$2.28M Buy
65,313
+1,158
+2% +$43K 0.74% 43
2022
Q4 		$2.45M Buy
+64,155
New +$2.13M 0.81% 40

Other funds holding DAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LMG Wealth Partners's DAL Position: Q1 2025 in Review

LMG Wealth Partners sold out of Delta Air Lines (DAL) in Q1 2025, closing a stake of 78,319 shares — an estimated $4.74M sold.

LMG Wealth Partners first reported a position in DAL in Q4 2022 and held it in 9 quarters. The position peaked at $4.74M in Q4 2024. 1,127 funds tracked by Wall St. Rank hold DAL as of Q1 2025.

  • LMG Wealth Partners reported no remaining Delta Air Lines position as of Q1 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 78,319 Delta Air Lines shares in Q1 2025, an estimated $4.74M.
  • LMG Wealth Partners first reported a position in Delta Air Lines in Q4 2022 and held it in 9 quarters.
  • LMG Wealth Partners's Delta Air Lines position peaked at $4.74M in Q4 2024.
  • 1,127 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2025.

Based on LMG Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.