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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Birinyi Associates's DELL Position: Q1 2026 in Review

Birinyi Associates reduced its Dell (DELL) stake by 27% in Q1 2026, selling an estimated $953K and leaving 19,490 shares worth $3.2M. The position accounts for 0.87% of the portfolio, ranked #21.

Birinyi Associates first reported a position in DELL in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.35M in Q4 2025. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Birinyi Associates held 19,490 shares of Dell worth $3.2M as of Q1 2026.
  • Birinyi Associates sold 7,152 Dell shares in Q1 2026, an estimated $953K.
  • Dell made up 0.87% of Birinyi Associates's portfolio in Q1 2026, its #21 holding.
  • Birinyi Associates first reported a position in Dell in Q3 2025 and has held it in 3 quarters since.
  • Birinyi Associates's Dell position peaked at $3.35M in Q4 2025.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.