Evermay Wealth Management’s Dell DELL Stock Holding History

Evermay Wealth 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 Q2	$103K	Buy	238 +32	+16%	+$9.26K	0.01%	264
2026 Q1	$33.8K	Hold	206	–	–	﹤0.01%	347
2025 Q4	$25.9K	Hold	206	–	–	﹤0.01%	365
2025 Q3	$29.2K	Hold	206	–	–	﹤0.01%	360
2025 Q2	$25.3K	Hold	206	–	–	﹤0.01%	377
2025 Q1	$18.8K	Hold	206	–	–	﹤0.01%	392
2024 Q4	$23.7K	Hold	206	–	–	﹤0.01%	370
2024 Q3	$24.4K	Hold	206	–	–	﹤0.01%	385
2024 Q2	$28.4K	Hold	206	–	–	﹤0.01%	385
2024 Q1	$23.5K	Hold	206	–	–	﹤0.01%	411
2023 Q4	$15.8K	Hold	206	–	–	﹤0.01%	408
2023 Q3	$14.2K	Hold	206	–	–	﹤0.01%	397
2023 Q2	$11.1K	Hold	206	–	–	﹤0.01%	417
2023 Q1	$8.28K	Buy	+206	New	+$8.3K	﹤0.01%	433

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evermay Wealth Management's DELL Position: Q2 2026 in Review

Evermay Wealth Management increased its Dell (DELL) stake by 16% in Q2 2026, buying an estimated $9.26K and bringing the position to 238 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #264.

Evermay Wealth Management first reported a position in DELL in Q1 2023 and has held it in 14 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Evermay Wealth Management held 238 shares of Dell worth $103K as of Q2 2026.
Evermay Wealth Management bought 32 Dell shares in Q2 2026, an estimated $9.26K.
Dell made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #264 holding.
Evermay Wealth Management first reported a position in Dell in Q1 2023 and has held it in 14 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.