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Birinyi Associates’s Dell DELL Stock Holding History

Birinyi Associates’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 		$7.91M Sell
18,325
-1,165
-6% -$337K 1.87% 13
2026
Q1 		$3.2M Sell
19,490
-7,152
-27% -$953K 0.87% 21
2025
Q4 		$3.35M Buy
26,642
+10,437
+64% +$1.47M 0.84% 20
2025
Q3 		$2.3M Buy
+16,205
New +$2.1M 0.59% 29

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

Birinyi Associates's DELL Position: Q2 2026 in Review

Birinyi Associates reduced its Dell (DELL) stake by 6% in Q2 2026, selling an estimated $337K and leaving 18,325 shares worth $7.91M. The position accounts for 1.87% of the portfolio, ranked #13.

Birinyi Associates first reported a position in DELL in Q3 2025 and has held it in 4 quarters since. 2,133 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Birinyi Associates held 18,325 shares of Dell worth $7.91M as of Q2 2026.
  • Birinyi Associates sold 1,165 Dell shares in Q2 2026, an estimated $337K.
  • Dell made up 1.87% of Birinyi Associates's portfolio in Q2 2026, its #13 holding.
  • Birinyi Associates first reported a position in Dell in Q3 2025 and has held it in 4 quarters since.
  • 2,133 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Birinyi Associates's 13F filing for Q2 2026, filed 5 Aug 2026.