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CFM Wealth Partners’s Dell DELL Stock Holding History

CFM Wealth Partners’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 		$484K Sell
2,946
-134
-4% -$17.9K 0.07% 106
2025
Q4 		$388K Hold
3,080
– – 0.06% 112
2025
Q3 		$437K Hold
3,080
– – 0.06% 106
2025
Q2 		$378K Sell
3,080
-19
-0.6% -$1.94K 0.06% 105
2025
Q1 		$282K Buy
3,099
+300
+11% +$31.7K 0.05% 117
2024
Q4 		$323K Hold
2,799
– – 0.05% 113
2024
Q3 		$332K Sell
2,799
-466
-14% -$54.3K 0.06% 116
2024
Q2 		$450K Buy
3,265
+454
+16% +$60.9K 0.08% 103
2024
Q1 		$321K Hold
2,811
– – 0.06% 127
2023
Q4 		$215K Buy
+2,811
New +$199K 0.05% 154
2021
Q4 		– Sell
-6,335
Closed -$334K – 184
2021
Q3 		$334K Buy
6,335
+789
+14% +$39.3K 0.08% 137
2021
Q2 		$280K Sell
5,546
-1,184
-18% -$59.4K 0.07% 139
2021
Q1 		$301K Sell
6,730
-132
-2% -$5.41K 0.09% 126
2020
Q4 		$255K Hold
6,862
– – 0.08% 135
2020
Q3 		$235K Sell
6,862
-268
-4% -$8.36K 0.09% 129
2020
Q2 		$198K Sell
7,130
-316
-4% -$7.1K 0.08% 144
2020
Q1 		$149K Hold
7,446
– – 0.07% 163
2019
Q4 		$194K Buy
+7,446
New +$194K 0.07% 147

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

CFM Wealth Partners's DELL Position: Q1 2026 in Review

CFM Wealth Partners reduced its Dell (DELL) stake by 4.4% in Q1 2026, selling an estimated $17.9K and leaving 2,946 shares worth $484K. The position accounts for 0.07% of the portfolio, ranked #106.

CFM Wealth Partners first reported a position in DELL in Q4 2019 and has held it in 18 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • CFM Wealth Partners held 2,946 shares of Dell worth $484K as of Q1 2026.
  • CFM Wealth Partners sold 134 Dell shares in Q1 2026, an estimated $17.9K.
  • Dell made up 0.07% of CFM Wealth Partners's portfolio in Q1 2026, its #106 holding.
  • CFM Wealth Partners first reported a position in Dell in Q4 2019 and has held it in 18 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.