SWGC
DAL icon

Summit Wealth Group (Colorado)’s Delta Air Lines DAL Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$285K Sell
3,039
-910
-23% -$68.7K 0.02% 314
2026
Q1 		$263K Buy
+3,949
New +$266K 0.03% 280
2025
Q4 		– Sell
-13,763
Closed -$509K – 353
2025
Q3 		$509K Buy
+13,763
New +$785K 0.05% 259

Other funds holding DAL

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DAL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Delta Air Lines (DAL) stake by 23% in Q2 2026, selling an estimated $68.7K and leaving 3,039 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #314.

Summit Wealth Group (Colorado) first reported a position in DAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $509K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,039 shares of Delta Air Lines worth $285K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 910 Delta Air Lines shares in Q2 2026, an estimated $68.7K.
  • Delta Air Lines made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #314 holding.
  • Summit Wealth Group (Colorado) first reported a position in Delta Air Lines in Q3 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Delta Air Lines position peaked at $509K in Q3 2025.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.