Bard Financial Services’s Dell DELL Stock Holding History

Bard Financial Services’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 Q3	$344K	Buy	2,425 +750	+45%	+$97.3K	0.04%	164
2025 Q2	$205K	Buy	+1,675	New	+$171K	0.02%	189

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bard Financial Services's DELL Position: Q3 2025 in Review

Bard Financial Services increased its Dell (DELL) stake by 45% in Q3 2025, buying an estimated $97.3K and bringing the position to 2,425 shares worth $344K. The position accounts for 0.04% of the portfolio, ranked #164.

Bard Financial Services first reported a position in DELL in Q2 2025 and has held it in 2 quarters since. 1,444 funds tracked by Wall St. Rank hold DELL as of Q3 2025.

Bard Financial Services held 2,425 shares of Dell worth $344K as of Q3 2025.
Bard Financial Services bought 750 Dell shares in Q3 2025, an estimated $97.3K.
Dell made up 0.04% of Bard Financial Services's portfolio in Q3 2025, its #164 holding.
Bard Financial Services first reported a position in Dell in Q2 2025 and has held it in 2 quarters since.
1,444 funds tracked by Wall St. Rank held Dell as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.