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Wealth Dimensions Group’s Delta Air Lines DAL Stock Holding History

Wealth Dimensions Group’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 		$737K Buy
7,865
+66
+0.8% +$4.98K 0.13% 83
2026
Q1 		$518K Sell
7,799
-2
-0% -$135 0.1% 102
2025
Q4 		$541K Sell
7,801
-601
-7% -$37.5K 0.11% 99
2025
Q3 		$477K Sell
8,402
-475
-5% -$27.1K 0.1% 108
2025
Q2 		$437K Buy
8,877
+75
+0.9% +$3.44K 0.1% 110
2025
Q1 		$384K Sell
8,802
-57
-0.6% -$3.38K 0.09% 112
2024
Q4 		$536K Buy
8,859
+8
+0.1% +$472 0.13% 84
2024
Q3 		$450K Buy
8,851
+32
+0.4% +$1.39K 0.11% 94
2024
Q2 		$418K Sell
8,819
-3,053
-26% -$152K 0.12% 93
2024
Q1 		$568K Buy
11,872
+2,686
+29% +$111K 0.17% 75
2023
Q4 		$370K Sell
9,186
-215
-2% -$7.8K 0.12% 96
2023
Q3 		$348K Buy
9,401
+2,759
+42% +$120K 0.13% 97
2023
Q2 		$316K Buy
6,642
+232
+4% +$8.56K 0.12% 104
2023
Q1 		$224K Hold
6,410
– – 0.09% 122
2022
Q4 		$211K Buy
+6,410
New +$212K 0.09% 122
2022
Q2 		– Sell
-6,605
Closed -$261K – 130
2022
Q1 		$261K Buy
6,605
+813
+14% +$31.7K 0.12% 114
2021
Q4 		$226K Sell
5,792
-100
-2% -$4K 0.11% 123
2021
Q3 		$251K Buy
5,892
+892
+18% +$36.4K 0.16% 107
2021
Q2 		$216K Sell
5,000
-22
-0.4% -$1.02K 0.15% 109
2021
Q1 		$242K Hold
5,022
– – 0.19% 100
2020
Q4 		$202K Buy
+5,022
New +$183K 0.17% 106

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

Wealth Dimensions Group's DAL Position: Q2 2026 in Review

Wealth Dimensions Group increased its Delta Air Lines (DAL) stake by 0.85% in Q2 2026, buying an estimated $4.98K and bringing the position to 7,865 shares worth $737K. The position accounts for 0.13% of the portfolio, ranked #83.

Wealth Dimensions Group first reported a position in DAL in Q4 2020 and has held it in 21 quarters since. 1,516 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

  • Wealth Dimensions Group held 7,865 shares of Delta Air Lines worth $737K as of Q2 2026.
  • Wealth Dimensions Group bought 66 Delta Air Lines shares in Q2 2026, an estimated $4.98K.
  • Delta Air Lines made up 0.13% of Wealth Dimensions Group's portfolio in Q2 2026, its #83 holding.
  • Wealth Dimensions Group first reported a position in Delta Air Lines in Q4 2020 and has held it in 21 quarters since.
  • 1,516 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.