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PWMAG
Pinnacle Wealth Management Advisory Group’s
Delta Air Lines
DAL
Stock Holding History
Pinnacle Wealth Management Advisory Group’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
Q1
$371K
Buy
5,586
+205
+4%
+$13.8K
0.03%
347
2025
Q4
$373K
Buy
+5,381
New
+$336K
0.03%
340
2023
Q3
–
Sell
-4,485
Closed
-$213K
–
324
2023
Q2
$213K
Buy
+4,485
New
+$165K
0.03%
298
2021
Q2
–
Sell
-4,960
Closed
-$239K
–
228
2021
Q1
$239K
Buy
+4,960
New
+$219K
0.07%
172
2020
Q1
–
Sell
-9,144
Closed
-$535K
–
167
2019
Q4
$535K
Buy
9,144
+325
+4%
+$18.2K
0.2%
109
2019
Q3
$508K
Buy
8,819
+405
+5%
+$24K
0.21%
105
2019
Q2
$477K
Sell
8,414
-295
-3%
-$16.5K
0.2%
111
2019
Q1
$450K
Buy
8,709
+3,900
+81%
+$193K
0.2%
107
2018
Q4
$240K
Buy
4,809
+35
+0.7%
+$1.91K
0.13%
141
2018
Q3
$276K
Sell
4,774
-1
-0%
-$55
0.14%
127
2018
Q2
$237K
Buy
4,775
+660
+16%
+$35.2K
0.13%
125
2018
Q1
$226K
Buy
4,115
+85
+2%
+$4.69K
0.13%
130
2017
Q4
$226K
Buy
+4,030
New
+$211K
0.12%
132
Other funds holding DAL
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$5.7T AUM
30.48%
1-Year Est. Return
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$4.04T AUM
Berkshire Hathaway
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$263B AUM
16.68%
1-Year Est. Return
Sanders Capital
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$83.9B AUM
37.89%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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