BHFP
DELL icon

Blom & Howell Financial Planning’s Dell DELL Stock Holding History

Blom & Howell Financial Planning’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 		$783K Sell
1,815
-15
-0.8% -$4.34K 0.65% 27
2026
Q1 		$300K Sell
1,830
-31
-2% -$4.13K 0.29% 46
2025
Q4 		$234K Buy
+1,861
New +$262K 0.23% 54

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

Blom & Howell Financial Planning's DELL Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its Dell (DELL) stake by 0.82% in Q2 2026, selling an estimated $4.34K and leaving 1,815 shares worth $783K. The position accounts for 0.65% of the portfolio, ranked #27.

Blom & Howell Financial Planning first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Blom & Howell Financial Planning held 1,815 shares of Dell worth $783K as of Q2 2026.
  • Blom & Howell Financial Planning sold 15 Dell shares in Q2 2026, an estimated $4.34K.
  • Dell made up 0.65% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #27 holding.
  • Blom & Howell Financial Planning first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.