Apriem Advisors’s Dell DELL Stock Holding History

Apriem Advisors’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
2026 Q1	$280K	Sell	1,704 -103	-6%	-$13.7K	0.03%	154
2025 Q4	$227K	Buy	1,807 +327	+22%	+$46.1K	0.02%	172
2025 Q3	$210K	Buy	+1,480	New	+$192K	0.02%	185
2024 Q3	–	Sell	-1,889	Closed	-$261K	–	179
2024 Q2	$261K	Buy	+1,889	New	+$253K	0.03%	147
2017 Q2	–	Sell	-346	Closed	-$6K	–	228
2017 Q1	$6K	Sell	346 -14	-4%	-$244	﹤0.01%	454
2016 Q4	$6K	Hold	360	–	–	﹤0.01%	477
2016 Q3	$5K	Buy	+360	New	+$4.89K	﹤0.01%	458

Other funds holding DELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Apriem Advisors's DELL Position: Q1 2026 in Review

Apriem Advisors reduced its Dell (DELL) stake by 5.7% in Q1 2026, selling an estimated $13.7K and leaving 1,704 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #154.

Apriem Advisors first reported a position in DELL in Q3 2016 and has held it in 7 quarters since. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Apriem Advisors held 1,704 shares of Dell worth $280K as of Q1 2026.
Apriem Advisors sold 103 Dell shares in Q1 2026, an estimated $13.7K.
Dell made up 0.03% of Apriem Advisors's portfolio in Q1 2026, its #154 holding.
Apriem Advisors first reported a position in Dell in Q3 2016 and has held it in 7 quarters since.
1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.