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Evelyn Partners Investment Management’s Dell DELL Stock Holding History

Evelyn Partners Investment Management’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 		$121K Hold
737
– – ﹤0.01% 231
2025
Q4 		$92.8K Hold
737
– – ﹤0.01% 248
2025
Q3 		$104K Hold
737
– – ﹤0.01% 234
2025
Q2 		$90.4K Hold
737
– – ﹤0.01% 243
2025
Q1 		$67.2K Sell
737
-36
-5% -$3.81K ﹤0.01% 262
2024
Q4 		$89.1K Buy
+773
New +$97K ﹤0.01% 240

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

Evelyn Partners Investment Management's DELL Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Dell (DELL) position steady in Q1 2026 at 737 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Evelyn Partners Investment Management first reported a position in DELL in Q4 2024 and has held it in 6 quarters since. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Evelyn Partners Investment Management held 737 shares of Dell worth $121K as of Q1 2026.
  • Evelyn Partners Investment Management left its Dell share count unchanged in Q1 2026.
  • Dell made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #231 holding.
  • Evelyn Partners Investment Management first reported a position in Dell in Q4 2024 and has held it in 6 quarters since.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.