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Waverly Advisors’s Delta Air Lines DAL Stock Holding History

Waverly Advisors’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 		$2.45M Buy
36,790
+1,673
+5% +$113K 0.02% 601
2025
Q4 		$2.44M Buy
35,117
+13,540
+63% +$846K 0.02% 552
2025
Q3 		$1.22M Buy
21,577
+2,478
+13% +$141K 0.01% 597
2025
Q2 		$939K Buy
19,099
+3,515
+23% +$161K 0.01% 633
2025
Q1 		$679K Sell
15,584
-500
-3% -$29.6K 0.01% 695
2024
Q4 		$973K Buy
16,084
+6,100
+61% +$360K 0.02% 517
2024
Q3 		$507K Sell
9,984
-2,854
-22% -$124K 0.01% 582
2024
Q2 		$609K Buy
+12,838
New +$639K 0.01% 529

Other funds holding DAL

BlackRock
BlackRock New York $5.72T 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 $75B AUM 11.27% 1-Year Est. Return

Waverly Advisors's DAL Position: Q1 2026 in Review

Waverly Advisors increased its Delta Air Lines (DAL) stake by 4.8% in Q1 2026, buying an estimated $113K and bringing the position to 36,790 shares worth $2.45M. The position accounts for 0.02% of the portfolio, ranked #601.

Waverly Advisors first reported a position in DAL in Q2 2024 and has held it in 8 quarters since. 1,330 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

  • Waverly Advisors held 36,790 shares of Delta Air Lines worth $2.45M as of Q1 2026.
  • Waverly Advisors bought 1,673 Delta Air Lines shares in Q1 2026, an estimated $113K.
  • Delta Air Lines made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #601 holding.
  • Waverly Advisors first reported a position in Delta Air Lines in Q2 2024 and has held it in 8 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.