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Beacon Investment Advisory Services’s Dell DELL Stock Holding History

Beacon Investment Advisory 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
2026
Q2 		$80.7K Buy
187
+7
+4% +$2.02K ﹤0.01% 364
2026
Q1 		$29.5K Buy
+180
New +$24K ﹤0.01% 501

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

Beacon Investment Advisory Services's DELL Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Dell (DELL) stake by 3.9% in Q2 2026, buying an estimated $2.02K and bringing the position to 187 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Beacon Investment Advisory Services first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Beacon Investment Advisory Services held 187 shares of Dell worth $80.7K as of Q2 2026.
  • Beacon Investment Advisory Services bought 7 Dell shares in Q2 2026, an estimated $2.02K.
  • Dell made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #364 holding.
  • Beacon Investment Advisory Services first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.