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AMJ Financial Wealth Management’s Dell DELL Stock Holding History

AMJ Financial Wealth Management’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19,934
Closed -$2.3M – 89
2024
Q4 		$2.3M Buy
+19,934
New +$2.5M 0.64% 42

Other funds holding DELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AMJ Financial Wealth Management's DELL Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Dell (DELL) in Q1 2025, closing a stake of 19,934 shares — an estimated $2.3M sold.

AMJ Financial Wealth Management first reported a position in DELL in Q4 2024 and held it in 1 quarter. The position peaked at $2.3M in Q4 2024. 1,272 funds tracked by Wall St. Rank hold DELL as of Q1 2025.

  • AMJ Financial Wealth Management reported no remaining Dell position as of Q1 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 19,934 Dell shares in Q1 2025, an estimated $2.3M.
  • AMJ Financial Wealth Management first reported a position in Dell in Q4 2024 and held it in 1 quarter.
  • AMJ Financial Wealth Management's Dell position peaked at $2.3M in Q4 2024.
  • 1,272 funds tracked by Wall St. Rank held Dell as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.