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 Q2	$204K	Buy	+2,175	New	+$164K	0.07%	98

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

Montz Harcus Wealth Management's DAL Position: Q2 2026 in Review

Montz Harcus Wealth Management opened a new position in Delta Air Lines (DAL) in Q2 2026: 2,175 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings.

1,506 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Montz Harcus Wealth Management held 2,175 shares of Delta Air Lines worth $204K as of Q2 2026.
Delta Air Lines was a new Montz Harcus Wealth Management position in Q2 2026.
Delta Air Lines made up 0.07% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #98 holding.
1,506 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.