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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
2022
Q2 		– Sell
-5,500
Closed -$218 – 44
2022
Q1 		$218 Buy
+5,500
New +$214K 0.08% 47

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

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.