Global Wealth Management Investment Advisory, Inc. DAL — DELTA AIR LINES INC DEL

Ownership history in Global Wealth Management Investment Advisory, Inc.  ·  28 quarters on record

AI Ownership Summary

Global Wealth Management Investment Advisory, Inc. reported DELTA AIR LINES INC DEL (DAL) in 28 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.84% in 2026 Q2. The latest visible filing shows DAL at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Management Investment Advisory, Inc.'s position in DELTA AIR LINES INC DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DAL was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Wealth Management Investment Advisory, Inc. held DAL — position size vs. price
% of Fund (quarterly)    DAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 62,969 +2,986 +5.0% 0.84% $5.9M 2026-07-29 $86.25
2026 Q1 ADDED — — — 59,983 +2,600 +4.5% 0.62% $4.0M 2026-05-01 $68.63
2025 Q4 ADDED — — — 57,383 +1,494 +2.7% 0.64% $4.0M 2026-02-04 $70.31
2025 Q3 ADDED — — — 55,889 +6,976 +14.3% 0.53% $3.2M 2025-10-27 $59.98
2025 Q2 ADDED — — — 48,913 +14,904 +43.8% 0.45% $2.4M 2025-08-07 $53.05
2025 Q1 ADDED — — — 34,009 +2,626 +8.4% 0.30% $1.5M 2025-04-29 $41.36
2024 Q4 REDUCED 12.9% -27.8% ✅ 31,383 -4,628 -12.9% 0.39% $1.9M 2025-01-29 $67.09
2024 Q3 ADDED — — — 36,011 +6,203 +20.8% 0.39% $1.8M 2024-10-30 $57.32
2024 Q2 ADDED — — — 29,808 +445 +1.5% 0.33% $1.4M 2024-08-05 $37.08
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Global Wealth Management Investment Advisory, Inc. and DAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Wealth Management Investment Advisory, Inc. reported owning DAL?

Global Wealth Management Investment Advisory, Inc. reported DAL across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported DAL position in Global Wealth Management Investment Advisory, Inc.'s portfolio?

The largest reported portfolio weight for DAL was 0.84% in 2026 Q2.

What is the latest reported DAL position on this page?

The most recent filing on this page is 2026 Q2, when Global Wealth Management Investment Advisory, Inc. reported 62,969 shares, equal to 0.84% of portfolio, with an estimated market value of $5.9M.

What does the chart on this DAL ownership page compare?

The chart compares Global Wealth Management Investment Advisory, Inc.'s quarterly DAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global Wealth Management Investment Advisory, Inc. time their DAL position?

Based on 13F filing dates vs. subsequent DAL price moves, Global Wealth Management Investment Advisory, Inc. correctly timed 17 out of 24 reported position changes (71%). The annualised alpha on DAL relative to SPY over the holding period was +22.2%.

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