Winch Advisory Services’s Delta Air Lines DAL Stock Holding History

Winch Advisory Services’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
2025 Q4	–	Sell	-233	Closed	-$13.2K	–	510
2025 Q3	$13.2K	Hold	233	–	–	﹤0.01%	278
2025 Q2	$11.4K	Buy	233 +182	+357%	+$8.36K	﹤0.01%	285
2025 Q1	$2.22K	Sell	51 -721	-93%	-$42.7K	﹤0.01%	407
2024 Q4	$46.7K	Buy	772 +2	+0.3%	+$118	0.01%	158
2024 Q3	$39.1K	Buy	770 +3	+0.4%	+$131	0.01%	175
2024 Q2	$36.4K	Buy	767 +1	+0.1%	+$50	0.01%	169
2024 Q1	$36.7K	Buy	766 +2	+0.3%	+$83	0.01%	170
2023 Q4	$30.7K	Sell	764 -38	-5%	-$1.38K	0.01%	177
2023 Q3	$30K	Sell	802 -44	-5%	-$1.91K	0.01%	170
2023 Q2	$40K	Hold	846	–	–	0.01%	144
2023 Q1	$30K	Hold	846	–	–	0.01%	160
2022 Q4	$28K	Hold	846	–	–	0.01%	162
2022 Q3	$24K	Sell	846 -61	-7%	-$1.94K	0.01%	156
2022 Q2	$26K	Sell	907 -14	-2%	-$534	0.01%	152
2022 Q1	$36K	Sell	921 -107	-10%	-$4.17K	0.01%	153
2021 Q4	$40K	Sell	1,028 -87	-8%	-$3.48K	0.01%	143
2021 Q3	$48K	Hold	1,115	–	–	0.02%	131
2021 Q2	$48K	Hold	1,115	–	–	0.02%	128
2021 Q1	$54K	Hold	1,115	–	–	0.02%	116
2020 Q4	$45K	Hold	1,115	–	–	0.02%	106
2020 Q3	$34K	Hold	1,115	–	–	0.01%	113
2020 Q2	$31K	Buy	1,115 +908	+439%	+$23.1K	0.01%	115
2020 Q1	$6K	Buy	+207	New	+$10.3K	﹤0.01%	208
2015 Q2	–	Sell	-22,435	Closed	-$1.01M	–	298
2015 Q1	$1.01M	Sell	22,435 -19,855	-47%	-$921K	0.59%	39
2014 Q4	$2.08M	Buy	+42,290	New	+$1.78M	1.13%	18
2014 Q2	–	Sell	-18,017	Closed	-$624K	–	268
2014 Q1	$624K	Buy	+18,017	New	+$579K	0.4%	56

Other funds holding DAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Winch Advisory Services's DAL Position: Q4 2025 in Review

Winch Advisory Services sold out of Delta Air Lines (DAL) in Q4 2025, closing a stake of 233 shares — an estimated $13.2K sold.

Winch Advisory Services first reported a position in DAL in Q1 2014 and held it in 26 quarters. The position peaked at $2.08M in Q4 2014. 1,329 funds tracked by Wall St. Rank hold DAL as of Q4 2025.

Winch Advisory Services reported no remaining Delta Air Lines position as of Q4 2025 after selling out during the quarter.
Winch Advisory Services sold 233 Delta Air Lines shares in Q4 2025, an estimated $13.2K.
Winch Advisory Services first reported a position in Delta Air Lines in Q1 2014 and held it in 26 quarters.
Winch Advisory Services's Delta Air Lines position peaked at $2.08M in Q4 2014.
1,329 funds tracked by Wall St. Rank held Delta Air Lines as of Q4 2025.

Based on Winch Advisory Services's 13F filing for Q4 2025, filed 3 Feb 2026.