SF
DAL icon

Summit Financial’s Delta Air Lines DAL Stock Holding History

Summit Financial’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 		$2.89M Buy
43,452
+1,006
+2% +$67.7K 0.04% 471
2025
Q4 		$2.95M Sell
42,446
-1,716
-4% -$107K 0.04% 389
2025
Q3 		$2.51M Buy
44,162
+7,604
+21% +$434K 0.04% 425
2025
Q2 		$1.8M Buy
36,558
+16,308
+81% +$749K 0.04% 308
2025
Q1 		$883K Buy
20,250
+622
+3% +$36.9K 0.02% 395
2024
Q4 		$1.19M Sell
19,628
-2,161
-10% -$128K 0.04% 286
2024
Q3 		$1.11M Sell
21,789
-90
-0.4% -$3.92K 0.04% 240
2024
Q2 		$1.04M Buy
21,879
+3,211
+17% +$160K 0.05% 221
2024
Q1 		$894K Buy
18,668
+81
+0.4% +$3.35K 0.05% 198
2023
Q4 		$748K Buy
18,587
+31
+0.2% +$1.12K 0.05% 205
2023
Q3 		$687K Hold
18,556
– – 0.05% 201
2023
Q2 		$882K Sell
18,556
-197
-1% -$7.27K 0.06% 166
2023
Q1 		$655K Sell
18,753
-113
-0.6% -$4.19K 0.06% 153
2022
Q4 		$620K Sell
18,866
-2,920
-13% -$96.8K 0.06% 152
2022
Q3 		$611K Buy
21,786
+1,068
+5% +$33.9K 0.06% 152
2022
Q2 		$600K Buy
20,718
+12,085
+140% +$461K 0.06% 144
2022
Q1 		$342K Buy
8,633
+2,677
+45% +$104K 0.03% 209
2021
Q4 		$233K Buy
+5,956
New +$238K 0.02% 226

Other funds holding DAL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $83.9B AUM 37.89% 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 $2.9T AUM 29.55% 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 $74.9B AUM 11.27% 1-Year Est. Return