Pinnacle Wealth Planning Services’s Delta Air Lines DAL Stock Holding History

Pinnacle Wealth Planning Services’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	$633K	Buy	9,517 +4,096	+76%	+$276K	0.07%	177
2025 Q4	$376K	Sell	5,421 -190	-3%	-$11.9K	0.04%	267
2025 Q3	$318K	Buy	5,611 +908	+19%	+$51.8K	0.04%	298
2025 Q2	$231K	Sell	4,703 -36	-0.8%	-$1.65K	0.03%	381
2025 Q1	$207K	Buy	4,739 +69	+1%	+$4.09K	0.03%	359
2024 Q4	$283K	Buy	+4,670	New	+$276K	0.04%	268
2021 Q1	–	Sell	-2,016	Closed	-$81K	–	749
2020 Q4	$81K	Buy	+2,016	New	+$73.3K	0.02%	566

Other funds holding DAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $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 $75B AUM 11.27% 1-Year Est. Return

Pinnacle Wealth Planning Services's DAL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Delta Air Lines (DAL) stake by 76% in Q1 2026, buying an estimated $276K and bringing the position to 9,517 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #177.

Pinnacle Wealth Planning Services first reported a position in DAL in Q4 2020 and has held it in 7 quarters since. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Pinnacle Wealth Planning Services held 9,517 shares of Delta Air Lines worth $633K as of Q1 2026.
Pinnacle Wealth Planning Services bought 4,096 Delta Air Lines shares in Q1 2026, an estimated $276K.
Delta Air Lines made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #177 holding.
Pinnacle Wealth Planning Services first reported a position in Delta Air Lines in Q4 2020 and has held it in 7 quarters since.
1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.