LA
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LVW Advisors’s Delta Air Lines DAL Stock Holding History

LVW 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 		$993K Buy
10,605
+5,786
+120% +$437K 0.09% 133
2026
Q1 		$320K Buy
+4,819
New +$324K 0.03% 313
2020
Q2 		– Sell
-7,923
Closed -$226K – 199
2020
Q1 		$226K Buy
+7,923
New +$393K 0.06% 148

Other funds holding DAL

Ninety One (UK)
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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

LVW Advisors's DAL Position: Q2 2026 in Review

LVW Advisors increased its Delta Air Lines (DAL) stake by 120% in Q2 2026, buying an estimated $437K and bringing the position to 10,605 shares worth $993K. The position accounts for 0.09% of the portfolio, ranked #133.

LVW Advisors first reported a position in DAL in Q1 2020 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • LVW Advisors held 10,605 shares of Delta Air Lines worth $993K as of Q2 2026.
  • LVW Advisors bought 5,786 Delta Air Lines shares in Q2 2026, an estimated $437K.
  • Delta Air Lines made up 0.09% of LVW Advisors's portfolio in Q2 2026, its #133 holding.
  • LVW Advisors first reported a position in Delta Air Lines in Q1 2020 and has held it in 3 quarters since.
  • 614 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.