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 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	-$188	–	45
2022 Q1	$188	Buy	+4,750	New	+$185K	0.07%	49

Other funds holding DAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Westwood Wealth Management's DAL Position: Q1 2026 in Review

Westwood Wealth Management opened a new position in Delta Air Lines (DAL) in Q1 2026: 4,750 shares worth $316K. The stake represents 0.12% of the portfolio and ranks #35 among its holdings. This is a return to the name: Westwood Wealth Management previously reported a position in DAL as recently as Q3 2025.

Westwood Wealth Management first reported a position in DAL in Q1 2022 and has held it in 10 quarters since. 1,333 funds tracked by Wall St. Rank hold DAL as of Q1 2026.

Westwood Wealth Management held 4,750 shares of Delta Air Lines worth $316K as of Q1 2026.
Delta Air Lines was a new Westwood Wealth Management position in Q1 2026.
Delta Air Lines made up 0.12% of Westwood Wealth Management's portfolio in Q1 2026, its #35 holding.
Westwood Wealth Management first reported a position in Delta Air Lines in Q1 2022 and has held it in 10 quarters since.
1,333 funds tracked by Wall St. Rank held Delta Air Lines as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.