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Taylor & Morgan Wealth Management’s Delta Air Lines DAL Stock Holding History

Taylor & Morgan 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
Q2 		$444K Sell
4,740
-824
-15% -$62.2K 0.22% 58
2026
Q1 		$370K Sell
5,564
-1,022
-16% -$68.8K 0.21% 59
2025
Q4 		$457K Sell
6,586
-1,421
-18% -$88.8K 0.26% 56
2025
Q3 		$454K Buy
8,007
+13
+0.2% +$742 0.28% 48
2025
Q2 		$393K Buy
7,994
+272
+4% +$12.5K 0.27% 48
2025
Q1 		$337K Buy
7,722
+12
+0.2% +$711 0.25% 46
2024
Q4 		$466K Sell
7,710
-1,528
-17% -$90.2K 0.33% 44
2024
Q3 		$469K Sell
9,238
-188
-2% -$8.19K 0.31% 43
2024
Q2 		$447K Sell
9,426
-241
-2% -$12K 0.32% 42
2024
Q1 		$463K Sell
9,667
-1,028
-10% -$42.5K 0.34% 42
2023
Q4 		$430K Sell
10,695
-1,646
-13% -$59.7K 0.34% 40
2023
Q3 		$457K Sell
12,341
-475
-4% -$20.6K 0.41% 39
2023
Q2 		$609K Sell
12,816
-6,998
-35% -$258K 0.5% 33
2023
Q1 		$692K Sell
19,814
-3,048
-13% -$113K 0.6% 30
2022
Q4 		$751K Sell
22,862
-2,325
-9% -$77.1K 0.71% 31
2022
Q3 		$707K Buy
25,187
+300
+1% +$9.53K 0.7% 30
2022
Q2 		$721K Sell
24,887
-275
-1% -$10.5K 0.68% 34
2022
Q1 		$996K Sell
25,162
-465
-2% -$18.1K 0.81% 28
2021
Q4 		$1M Buy
+25,627
New +$1.03M 0.81% 30

Other funds holding DAL

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Taylor & Morgan Wealth Management's DAL Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its Delta Air Lines (DAL) stake by 15% in Q2 2026, selling an estimated $62.2K and leaving 4,740 shares worth $444K. The position accounts for 0.22% of the portfolio, ranked #58.

Taylor & Morgan Wealth Management first reported a position in DAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2021. 592 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Taylor & Morgan Wealth Management held 4,740 shares of Delta Air Lines worth $444K as of Q2 2026.
  • Taylor & Morgan Wealth Management sold 824 Delta Air Lines shares in Q2 2026, an estimated $62.2K.
  • Delta Air Lines made up 0.22% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Taylor & Morgan Wealth Management first reported a position in Delta Air Lines in Q4 2021 and has held it in 19 quarters since.
  • Taylor & Morgan Wealth Management's Delta Air Lines position peaked at $1M in Q4 2021.
  • 592 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.