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Beese Fulmer Investment Management’s Dell DELL Stock Holding History

Beese Fulmer Investment 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 		$70.6M Sell
163,718
-12,471
-7% -$3.61M 4.08% 2
2026
Q1 		$28.9M Buy
176,189
+315
+0.2% +$42K 1.85% 13
2025
Q4 		$22.1M Buy
175,874
+1,294
+0.7% +$182K 1.44% 19
2025
Q3 		$24.8M Sell
174,580
-645
-0.4% -$83.7K 1.71% 16
2025
Q2 		$21.5M Sell
175,225
-2,031
-1% -$208K 1.6% 16
2025
Q1 		$16.2M Buy
177,256
+78,830
+80% +$8.34M 1.39% 25
2024
Q4 		$11.3M Buy
98,426
+545
+0.6% +$68.4K 0.97% 37
2024
Q3 		$11.6M Buy
97,881
+2,900
+3% +$338K 1% 39
2024
Q2 		$13.1M Buy
94,981
+2,087
+2% +$280K 1.19% 29
2024
Q1 		$10.6M Buy
92,894
+89,140
+2,375% +$8.32M 1% 39
2023
Q4 		$287K Buy
+3,754
New +$265K 0.03% 189
2022
Q1 		– Sell
-4,412
Closed -$248K – 235
2021
Q4 		$248K Sell
4,412
-2,253
-34% -$126K 0.03% 211
2021
Q3 		$351K Hold
6,665
– – 0.04% 178
2021
Q2 		$337K Buy
6,665
+789
+13% +$39.6K 0.04% 171
2021
Q1 		$263K Buy
+5,876
New +$241K 0.03% 186
2020
Q3 		– Sell
-276
Closed -$8K – 276
2020
Q2 		$8K Buy
+276
New +$6.2K ﹤0.01% 492

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

Beese Fulmer Investment Management's DELL Position: Q2 2026 in Review

Beese Fulmer Investment Management reduced its Dell (DELL) stake by 7.1% in Q2 2026, selling an estimated $3.61M and leaving 163,718 shares worth $70.6M. The position accounts for 4.08% of the portfolio, ranked #2.

Beese Fulmer Investment Management first reported a position in DELL in Q2 2020 and has held it in 16 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Beese Fulmer Investment Management held 163,718 shares of Dell worth $70.6M as of Q2 2026.
  • Beese Fulmer Investment Management sold 12,471 Dell shares in Q2 2026, an estimated $3.61M.
  • Dell made up 4.08% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #2 holding.
  • Beese Fulmer Investment Management first reported a position in Dell in Q2 2020 and has held it in 16 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.