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Beck Bode LLC’s Dell DELL Stock Holding History

Beck Bode LLC’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 		$2.75M Sell
6,370
-4,119
-39% -$1.19M 0.42% 40
2026
Q1 		$1.72M Buy
10,489
+177
+2% +$23.6K 0.29% 40
2025
Q4 		$1.3M Sell
10,312
-409
-4% -$57.6K 0.22% 47
2025
Q3 		$1.52M Sell
10,721
-934
-8% -$121K 0.25% 40
2025
Q2 		$1.43M Sell
11,655
-48
-0.4% -$4.91K 0.24% 47
2025
Q1 		$1.07M Sell
11,703
-224
-2% -$23.7K 0.2% 56
2024
Q4 		$1.37M Sell
11,927
-516
-4% -$64.8K 0.25% 55
2024
Q3 		$1.47M Sell
12,443
-596
-5% -$69.4K 0.28% 58
2024
Q2 		$1.8M Sell
13,039
-15,600
-54% -$2.09M 0.36% 53
2024
Q1 		$3.27M Sell
28,639
-1,785
-6% -$167K 0.67% 45
2023
Q4 		$2.33M Buy
30,424
+944
+3% +$66.7K 0.52% 59
2023
Q3 		$2.03M Buy
29,480
+3,200
+12% +$191K 0.52% 61
2023
Q2 		$1.42M Buy
+26,280
New +$1.21M 0.35% 78

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

Beck Bode LLC's DELL Position: Q2 2026 in Review

Beck Bode LLC reduced its Dell (DELL) stake by 39% in Q2 2026, selling an estimated $1.19M and leaving 6,370 shares worth $2.75M. The position accounts for 0.42% of the portfolio, ranked #40.

Beck Bode LLC first reported a position in DELL in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.27M in Q1 2024. 2,128 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Beck Bode LLC held 6,370 shares of Dell worth $2.75M as of Q2 2026.
  • Beck Bode LLC sold 4,119 Dell shares in Q2 2026, an estimated $1.19M.
  • Dell made up 0.42% of Beck Bode LLC's portfolio in Q2 2026, its #40 holding.
  • Beck Bode LLC first reported a position in Dell in Q2 2023 and has held it in 13 quarters since.
  • Beck Bode LLC's Dell position peaked at $3.27M in Q1 2024.
  • 2,128 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.