Birinyi Associates
DELL icon

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
Q3 		$7.54M Sell
14,013
-4,312
-24% -$2.03M 1.78% 12
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Birinyi Associates's DELL Position: Q3 2026 in Review

Birinyi Associates reduced its Dell (DELL) stake by 24% in Q3 2026, selling an estimated $2.03M and leaving 14,013 shares worth $7.54M. The position accounts for 1.78% of the portfolio, ranked #12.

Birinyi Associates first reported a position in DELL in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.91M in Q2 2026. 961 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Birinyi Associates held 14,013 shares of Dell worth $7.54M as of Q3 2026.
  • Birinyi Associates sold 4,312 Dell shares in Q3 2026, an estimated $2.03M.
  • Dell made up 1.78% of Birinyi Associates's portfolio in Q3 2026, its #12 holding.
  • Birinyi Associates first reported a position in Dell in Q3 2025 and has held it in 5 quarters since.
  • Birinyi Associates's Dell position peaked at $7.91M in Q2 2026.
  • 961 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Birinyi Associates's 13F filing for Q3 2026, filed 28 Oct 2026.