Beaumont Financial Advisors’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.75M | Buy |
8,689
+5
| +0.1% | +$1.45K | 0.24% | 74 |
|
|
2026
Q1 | $1.43M | Sell |
8,684
-683
| -7% | -$91K | 0.1% | 131 |
|
|
2025
Q4 | $1.18M | Sell |
9,367
-162
| -2% | -$22.8K | 0.08% | 151 |
|
|
2025
Q3 | $1.35M | Buy |
9,529
+3
| +0% | +$389 | 0.09% | 133 |
|
|
2025
Q2 | $1.17M | Sell |
9,526
-57
| -0.6% | -$5.83K | 0.08% | 135 |
|
|
2025
Q1 | $873K | Sell |
9,583
-541
| -5% | -$57.2K | 0.07% | 164 |
|
|
2024
Q4 | $1.17M | Buy |
10,124
+21
| +0.2% | +$2.63K | 0.09% | 133 |
|
|
2024
Q3 | $1.2M | Buy |
10,103
+32
| +0.3% | +$3.73K | 0.09% | 128 |
|
|
2024
Q2 | $1.39M | Sell |
10,071
-690
| -6% | -$92.5K | 0.11% | 120 |
|
|
2024
Q1 | $1.23M | Sell |
10,761
-255
| -2% | -$23.8K | 0.1% | 129 |
|
|
2023
Q4 | $843K | Sell |
11,016
-270
| -2% | -$19.1K | 0.08% | 148 |
|
|
2023
Q3 | $778K | Buy |
11,286
+107
| +1% | +$6.38K | 0.08% | 144 |
|
|
2023
Q2 | $605K | Buy |
11,179
+907
| +9% | +$41.7K | 0.06% | 171 |
|
|
2023
Q1 | $413K | Sell |
10,272
-1,409
| -12% | -$56.8K | 0.04% | 192 |
|
|
2022
Q4 | $470K | Hold |
11,681
| – | – | 0.05% | 182 |
|
|
2022
Q3 | $399K | Hold |
11,681
| – | – | 0.04% | 197 |
|
|
2022
Q2 | $540K | Hold |
11,681
| – | – | 0.05% | 170 |
|
|
2022
Q1 | $586K | Buy |
11,681
+1,409
| +14% | +$78.7K | 0.04% | 192 |
|
|
2021
Q4 | $577K | Sell |
10,272
-9,995
| -49% | -$557K | 0.04% | 190 |
|
|
2021
Q3 | $1.07M | Hold |
20,267
| – | – | 0.08% | 134 |
|
|
2021
Q2 | $1.02M | Buy |
20,267
+367
| +2% | +$18.4K | 0.08% | 141 |
|
|
2021
Q1 | $889K | Hold |
19,900
| – | – | 0.08% | 150 |
|
|
2020
Q4 | $739K | Hold |
19,900
| – | – | 0.07% | 165 |
|
|
2020
Q3 | $683K | Hold |
19,900
| – | – | 0.07% | 171 |
|
|
2020
Q2 | $554K | Buy |
19,900
+1,235
| +7% | +$27.8K | 0.06% | 173 |
|
|
2020
Q1 | $374K | Sell |
18,665
-37
| -0.2% | -$854 | 0.05% | 168 |
|
|
2019
Q4 | $487K | Hold |
18,702
| – | – | 0.05% | 181 |
|
|
2019
Q3 | $492K | Sell |
18,702
-5,787
| -24% | -$153K | 0.05% | 172 |
|
|
2019
Q2 | $631K | Hold |
24,489
| – | – | 0.07% | 140 |
|
|
2019
Q1 | $728K | Buy |
24,489
+10,929
| +81% | +$288K | 0.08% | 135 |
|
|
2018
Q4 | $550K | Sell |
13,560
-10,930
| -45% | -$299K | 0.09% | 119 |
|
|
2018
Q3 | $668K | Hold |
24,490
| – | – | 0.07% | 123 |
|
|
2018
Q2 | $581K | Hold |
24,490
| – | – | 0.06% | 123 |
|
|
2018
Q1 | $503K | Buy |
24,490
+887
| +4% | +$19.1K | 0.06% | 138 |
|
|
2017
Q4 | $538K | Hold |
23,603
| – | – | 0.06% | 116 |
|
|
2017
Q3 | $511K | Hold |
23,603
| – | – | 0.06% | 114 |
|
|
2017
Q2 | $405K | Sell |
23,603
-648
| -3% | -$11.9K | 0.05% | 128 |
|
|
2017
Q1 | $436K | Sell |
24,251
-47
| -0.2% | -$820 | 0.06% | 124 |
|
|
2016
Q4 | $375K | Buy |
24,298
+6,959
| +40% | +$99.7K | 0.06% | 108 |
|
|
2016
Q3 | $233K | Buy |
+17,339
| New | +$236K | 0.04% | 131 |
|
Other funds holding DELL
Beaumont Financial Advisors's DELL Position: Q2 2026 in Review
Beaumont Financial Advisors increased its Dell (DELL) stake by 0.06% in Q2 2026, buying an estimated $1.45K and bringing the position to 8,689 shares worth $3.75M. The position accounts for 0.24% of the portfolio, ranked #74.
Beaumont Financial Advisors first reported a position in DELL in Q3 2016 and has held it in 40 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.
- Beaumont Financial Advisors held 8,689 shares of Dell worth $3.75M as of Q2 2026.
- Beaumont Financial Advisors bought 5 Dell shares in Q2 2026, an estimated $1.45K.
- Dell made up 0.24% of Beaumont Financial Advisors's portfolio in Q2 2026, its #74 holding.
- Beaumont Financial Advisors first reported a position in Dell in Q3 2016 and has held it in 40 quarters since.
- 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.