MHWM
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Montz Harcus Wealth Management’s Delta Air Lines DAL Stock Holding History

Montz Harcus Wealth Management’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 		– Sell
-2,175
Closed -$204K – 98
2026
Q2 		$204K Buy
+2,175
New +$164K 0.07% 98

Other funds holding DAL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Montz Harcus Wealth Management's DAL Position: Q3 2026 in Review

Montz Harcus Wealth Management sold out of Delta Air Lines (DAL) in Q3 2026, closing a stake of 2,175 shares — an estimated $204K sold.

Montz Harcus Wealth Management first reported a position in DAL in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 58 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Montz Harcus Wealth Management reported no remaining Delta Air Lines position as of Q3 2026 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 2,175 Delta Air Lines shares in Q3 2026, an estimated $204K.
  • Montz Harcus Wealth Management first reported a position in Delta Air Lines in Q2 2026 and held it in 1 quarter.
  • Montz Harcus Wealth Management's Delta Air Lines position peaked at $204K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.