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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
Q2 		$2.04M Buy
4,718
+1,772
+60% +$513K 0.26% 66
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 $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

CFM Wealth Partners's DELL Position: Q2 2026 in Review

CFM Wealth Partners increased its Dell (DELL) stake by 60% in Q2 2026, buying an estimated $513K and bringing the position to 4,718 shares worth $2.04M. The position accounts for 0.26% of the portfolio, ranked #66.

CFM Wealth Partners first reported a position in DELL in Q4 2019 and has held it in 19 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • CFM Wealth Partners held 4,718 shares of Dell worth $2.04M as of Q2 2026.
  • CFM Wealth Partners bought 1,772 Dell shares in Q2 2026, an estimated $513K.
  • Dell made up 0.26% of CFM Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • CFM Wealth Partners first reported a position in Dell in Q4 2019 and has held it in 19 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.