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BCS Wealth Management’s Dell DELL Stock Holding History

BCS 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 		$492K Buy
+1,140
New +$330K 0.09% 183
2026
Q1 		– Sell
-2,050
Closed -$258K – 272
2025
Q4 		$258K Buy
+2,050
New +$289K 0.03% 312

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BCS Wealth Management opened a new position in Dell (DELL) in Q2 2026: 1,140 shares worth $492K. The stake represents 0.09% of the portfolio and ranks #183 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in DELL as recently as Q4 2025.

BCS Wealth Management first reported a position in DELL in Q4 2025 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • BCS Wealth Management held 1,140 shares of Dell worth $492K as of Q2 2026.
  • Dell was a new BCS Wealth Management position in Q2 2026.
  • Dell made up 0.09% of BCS Wealth Management's portfolio in Q2 2026, its #183 holding.
  • BCS Wealth Management first reported a position in Dell in Q4 2025 and has held it in 2 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.