Atwood & Palmer’s Dell DELL Stock Holding History

Atwood & Palmer’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 Q3	$46.3K	Sell	86 -10	-10%	-$4.7K	﹤0.01%	268
2026 Q2	$41.4K	Buy	96 +86	+860%	+$24.9K	﹤0.01%	264
2026 Q1	$1.64K	Hold	10	–	–	﹤0.01%	449
2025 Q4	$1.26K	Hold	10	–	–	﹤0.01%	457
2025 Q3	$1.42K	Hold	10	–	–	﹤0.01%	453
2025 Q2	$1.23K	Hold	10	–	–	﹤0.01%	480
2025 Q1	$912	Hold	10	–	–	﹤0.01%	414
2024 Q4	$1.15K	Buy	10 +3	+43%	+$376	﹤0.01%	425
2024 Q3	$830	Buy	+7	New	+$815	﹤0.01%	441
2019 Q2	–	Sell	-95	Closed	-$3K	–	309
2019 Q1	$3K	Buy	+95	New	+$2.5K	﹤0.01%	304
2018 Q4	–	Sell	-96	Closed	-$3K	–	320
2018 Q3	$3K	Hold	96	–	–	﹤0.01%	292
2018 Q2	$2K	Hold	96	–	–	﹤0.01%	293
2018 Q1	$2K	Hold	96	–	–	﹤0.01%	278
2017 Q4	$2K	Hold	96	–	–	﹤0.01%	276
2017 Q3	$2K	Hold	96	–	–	﹤0.01%	285
2017 Q2	$2K	Buy	+96	New	+$1.76K	﹤0.01%	301

Other funds holding DELL

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

PBBUPS

PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Atwood & Palmer's DELL Position: Q3 2026 in Review

Atwood & Palmer reduced its Dell (DELL) stake by 10% in Q3 2026, selling an estimated $4.7K and leaving 86 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Atwood & Palmer first reported a position in DELL in Q2 2017 and has held it in 16 quarters since. 110 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

Atwood & Palmer held 86 shares of Dell worth $46.3K as of Q3 2026.
Atwood & Palmer sold 10 Dell shares in Q3 2026, an estimated $4.7K.
Dell made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #268 holding.
Atwood & Palmer first reported a position in Dell in Q2 2017 and has held it in 16 quarters since.
110 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.