Westwood Wealth Management’s Delta Air Lines DAL Stock Holding History

Westwood 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	$445K	Hold	4,750	–	–	0.13%	33
2026 Q1	$316K	Buy	+4,750	New	+$320K	0.12%	35
2025 Q4	–	Sell	-4,750	Closed	-$270K	–	109
2025 Q3	$270K	Sell	4,750 -50	-1%	-$2.85K	0.1%	41
2025 Q2	$236K	Hold	4,800	–	–	0.08%	45
2025 Q1	$209K	Hold	4,800	–	–	0.09%	44
2024 Q4	$290K	Sell	4,800 -45	-0.9%	-$2.66K	0.1%	40
2024 Q3	$246K	Buy	4,845 +45	+0.9%	+$1.96K	0.1%	37
2024 Q2	$228K	Hold	4,800	–	–	0.08%	42
2024 Q1	$230K	Buy	+4,800	New	+$198K	0.11%	38
2023 Q3	–	Sell	-4,750	Closed	-$226K	–	41
2023 Q2	$226K	Buy	+4,750	New	+$175K	0.16%	42
2022 Q2	–	Sell	-4,750	Closed	-$188K	–	45
2022 Q1	$188K	Buy	+4,750	New	+$185K	0.07%	49

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

Westwood Wealth Management's DAL Position: Q2 2026 in Review

Westwood Wealth Management held its Delta Air Lines (DAL) position steady in Q2 2026 at 4,750 shares worth $445K. The position accounts for 0.13% of the portfolio, ranked #33.

Westwood Wealth Management first reported a position in DAL in Q1 2022 and has held it in 11 quarters since. 1,520 funds tracked by Wall St. Rank hold DAL as of Q2 2026.

Westwood Wealth Management held 4,750 shares of Delta Air Lines worth $445K as of Q2 2026.
Westwood Wealth Management left its Delta Air Lines share count unchanged in Q2 2026.
Delta Air Lines made up 0.13% of Westwood Wealth Management's portfolio in Q2 2026, its #33 holding.
Westwood Wealth Management first reported a position in Delta Air Lines in Q1 2022 and has held it in 11 quarters since.
1,520 funds tracked by Wall St. Rank held Delta Air Lines as of Q2 2026.

Based on Westwood Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.