WealthPlan Investment Management’s Delta Air Lines DAL Stock Holding History

WealthPlan Investment 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	$261K	Buy	+2,788	New	+$210K	0.01%	417
2023 Q3	–	Sell	-213	Closed	-$10.1K	–	199
2023 Q2	$10.1K	Sell	213 -141	-40%	-$5.2K	﹤0.01%	278
2023 Q1	$12.4K	Sell	354 -38,801	-99%	-$1.44M	﹤0.01%	315
2022 Q4	$1.51M	Buy	39,155 +1,190	+3%	+$39.4K	0.11%	141
2022 Q3	$1.3M	Buy	+37,965	New	+$1.21M	0.1%	148
2022 Q1	$1.51M	Buy	+35,064	New	+$1.37M	0.1%	134

Other funds holding DAL

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

WealthPlan Investment Management's DAL Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Delta Air Lines (DAL) in Q2 2026: 2,788 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in DAL as recently as Q2 2023.

WealthPlan Investment Management first reported a position in DAL in Q1 2022 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2022. 1,520 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

WealthPlan Investment Management held 2,788 shares of Delta Air Lines worth $261K as of Q2 2026.
Delta Air Lines was a new WealthPlan Investment Management position in Q2 2026.
Delta Air Lines made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #417 holding.
WealthPlan Investment Management first reported a position in Delta Air Lines in Q1 2022 and has held it in 6 quarters since.
WealthPlan Investment Management's Delta Air Lines position peaked at $1.51M in Q4 2022.
1,520 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.