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Palumbo Wealth Management’s Delta Air Lines DAL Stock Holding History

Palumbo 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
2025
Q3 		– Sell
-4,791
Closed -$236K – 188
2025
Q2 		$236K Buy
+4,791
New +$220K 0.07% 164
2023
Q4 		– Sell
-5,500
Closed -$204K – 127
2023
Q3 		$204K Buy
+5,500
New +$239K 0.11% 112

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Palumbo Wealth Management's DAL Position: Q3 2025 in Review

Palumbo Wealth Management sold out of Delta Air Lines (DAL) in Q3 2025, closing a stake of 4,791 shares — an estimated $236K sold.

Palumbo Wealth Management first reported a position in DAL in Q3 2023 and held it in 2 quarters. The position peaked at $236K in Q2 2025. 1,226 funds tracked by Wall St. Rank hold DAL as of Q3 2025.

  • Palumbo Wealth Management reported no remaining Delta Air Lines position as of Q3 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 4,791 Delta Air Lines shares in Q3 2025, an estimated $236K.
  • Palumbo Wealth Management first reported a position in Delta Air Lines in Q3 2023 and held it in 2 quarters.
  • Palumbo Wealth Management's Delta Air Lines position peaked at $236K in Q2 2025.
  • 1,226 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2025.

Based on Palumbo Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.