Meriwether Wealth & Planning
DAL icon

Meriwether Wealth & Planning’s Delta Air Lines DAL Stock Holding History

Meriwether Wealth & 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 		$189K Hold
2,260
– – 0.09% 120
2026
Q2 		$212K Buy
+2,260
New +$171K 0.1% 116

Other funds holding DAL

Ninety One (UK)
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Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Meriwether Wealth & Planning's DAL Position: Q3 2026 in Review

Meriwether Wealth & Planning held its Delta Air Lines (DAL) position steady in Q3 2026 at 2,260 shares worth $189K. The position accounts for 0.09% of the portfolio, ranked #120.

Meriwether Wealth & Planning first reported a position in DAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $212K in Q2 2026. 350 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Meriwether Wealth & Planning held 2,260 shares of Delta Air Lines worth $189K as of Q3 2026.
  • Meriwether Wealth & Planning left its Delta Air Lines share count unchanged in Q3 2026.
  • Delta Air Lines made up 0.09% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #120 holding.
  • Meriwether Wealth & Planning first reported a position in Delta Air Lines in Q2 2026 and has held it in 2 quarters since.
  • Meriwether Wealth & Planning's Delta Air Lines position peaked at $212K in Q2 2026.
  • 350 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.