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Axxcess Wealth Management’s Dell DELL Stock Holding History

Axxcess 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
2026
Q2 		$4.54M Buy
10,530
+1,629
+18% +$471K 0.07% 246
2026
Q1 		$1.46M Buy
8,901
+3,807
+75% +$507K 0.05% 209
2025
Q4 		$641K Buy
5,094
+152
+3% +$21.4K 0.01% 627
2025
Q3 		$701K Buy
4,942
+1,372
+38% +$178K 0.01% 536
2025
Q2 		$438K Buy
+3,570
New +$365K 0.01% 628
2025
Q1 		– Sell
-3,105
Closed -$358K – 864
2024
Q4 		$358K Buy
3,105
+198
+7% +$24.8K 0.01% 626
2024
Q3 		$345K Buy
+2,907
New +$339K 0.01% 650
2024
Q2 		– Sell
-1,993
Closed -$227K – 868
2024
Q1 		$227K Buy
+1,993
New +$186K 0.01% 767

Other funds holding DELL

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Axxcess Wealth Management's DELL Position: Q2 2026 in Review

Axxcess Wealth Management increased its Dell (DELL) stake by 18% in Q2 2026, buying an estimated $471K and bringing the position to 10,530 shares worth $4.54M. The position accounts for 0.07% of the portfolio, ranked #246.

Axxcess Wealth Management first reported a position in DELL in Q1 2024 and has held it in 8 quarters since. 1,232 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Axxcess Wealth Management held 10,530 shares of Dell worth $4.54M as of Q2 2026.
  • Axxcess Wealth Management bought 1,629 Dell shares in Q2 2026, an estimated $471K.
  • Dell made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #246 holding.
  • Axxcess Wealth Management first reported a position in Dell in Q1 2024 and has held it in 8 quarters since.
  • 1,232 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.