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

SHP 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
Q1 		$140K Buy
2,108
+78
+4% +$5.25K 0.01% 328
2025
Q4 		$141K Buy
+2,030
New +$127K 0.01% 303

Other funds holding DAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

SHP Wealth Management's DAL Position: Q1 2026 in Review

SHP Wealth Management increased its Delta Air Lines (DAL) stake by 3.8% in Q1 2026, buying an estimated $5.25K and bringing the position to 2,108 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #328.

SHP Wealth Management first reported a position in DAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $141K in Q4 2025. 1,335 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • SHP Wealth Management held 2,108 shares of Delta Air Lines worth $140K as of Q1 2026.
  • SHP Wealth Management bought 78 Delta Air Lines shares in Q1 2026, an estimated $5.25K.
  • Delta Air Lines made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #328 holding.
  • SHP Wealth Management first reported a position in Delta Air Lines in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Delta Air Lines position peaked at $141K in Q4 2025.
  • 1,335 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.