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

Whalen 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
Q3 		$270K Buy
+3,230
New +$274K 0.12% 175
2025
Q3 		– Sell
-20,774
Closed -$1.02M – 197
2025
Q2 		$1.02M Buy
+20,774
New +$954K 0.64% 49

Other funds holding DAL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Whalen Wealth Management's DAL Position: Q3 2026 in Review

Whalen Wealth Management opened a new position in Delta Air Lines (DAL) in Q3 2026: 3,230 shares worth $270K. The stake represents 0.12% of the portfolio and ranks #175 among its holdings. This is a return to the name: Whalen Wealth Management previously reported a position in DAL as recently as Q2 2025.

Whalen Wealth Management first reported a position in DAL in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.02M in Q2 2025. 58 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Whalen Wealth Management held 3,230 shares of Delta Air Lines worth $270K as of Q3 2026.
  • Delta Air Lines was a new Whalen Wealth Management position in Q3 2026.
  • Delta Air Lines made up 0.12% of Whalen Wealth Management's portfolio in Q3 2026, its #175 holding.
  • Whalen Wealth Management first reported a position in Delta Air Lines in Q2 2025 and has held it in 2 quarters since.
  • Whalen Wealth Management's Delta Air Lines position peaked at $1.02M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.