BFC Planning, Inc.’s Dell DELL Stock Holding History

BFC Planning, Inc.’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	$3.58M	Sell	8,289 -2,461	-23%	-$712K	0.15%	154
2026 Q1	$1.76M	Buy	10,750 +565	+6%	+$75.3K	0.08%	250
2025 Q4	$1.28M	Buy	10,185 +9,048	+796%	+$1.27M	0.06%	309
2025 Q3	$161K	Sell	1,137 -240	-17%	-$31.1K	0.01%	755
2025 Q2	$169K	Sell	1,377 -408	-23%	-$41.7K	0.01%	694
2025 Q1	$163K	Sell	1,785 -47	-3%	-$4.97K	0.01%	691
2024 Q4	$211K	Buy	+1,832	New	+$230K	0.02%	590

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s DELL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Dell (DELL) stake by 23% in Q2 2026, selling an estimated $712K and leaving 8,289 shares worth $3.58M. The position accounts for 0.15% of the portfolio, ranked #154.

BFC Planning, Inc. first reported a position in DELL in Q4 2024 and has held it in 7 quarters since. 2,149 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

BFC Planning, Inc. held 8,289 shares of Dell worth $3.58M as of Q2 2026.
BFC Planning, Inc. sold 2,461 Dell shares in Q2 2026, an estimated $712K.
Dell made up 0.15% of BFC Planning, Inc.'s portfolio in Q2 2026, its #154 holding.
BFC Planning, Inc. first reported a position in Dell in Q4 2024 and has held it in 7 quarters since.
2,149 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.