Goldman Sachs’s Dell DELL Stock Holding History

Goldman Sachs’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	$162M	Buy	988,500 +237,100	+32%	+$31.6M	0.02%	779
2025 Q4	$94.6M	Buy	751,400 +306,700	+69%	+$43.2M	0.01%	1025
2025 Q3	$63M	Sell	444,700 -1,033,800	-70%	-$134M	0.01%	1258
2025 Q2	$181M	Buy	1,478,500 +1,140,800	+338%	+$117M	0.02%	599
2025 Q1	$30.8M	Buy	337,700 +48,000	+17%	+$5.08M	0.01%	1631
2024 Q4	$33.4M	Buy	289,700 +249,700	+624%	+$31.3M	0.01%	1637
2024 Q3	$4.74M	Hold	40,000	–	–	﹤0.01%	3384
2024 Q2	$5.52M	Buy	+40,000	New	+$5.36M	﹤0.01%	3058
2020 Q3	–	Sell	-17,362	Closed	-$483K	–	5348
2020 Q2	$483K	Buy	+17,362	New	+$390K	﹤0.01%	4392
2019 Q4	–	Sell	-255,504	Closed	-$6.72M	–	5237
2019 Q3	$6.72M	Buy	+255,504	New	+$6.77M	﹤0.01%	2640
2019 Q2	–	Sell	-12,075	Closed	-$359K	–	5162
2019 Q1	$359K	Sell	12,075 -63,215	-84%	-$1.67M	﹤0.01%	4558
2018 Q4	$1.86M	Buy	+75,290	New	+$2.06M	﹤0.01%	3570
2018 Q2	–	Sell	-712,648	Closed	-$14.6M	–	5723
2018 Q1	$14.6M	Buy	712,648 +712,609	+1,827,203%	+$15.4M	﹤0.01%	2070
2017 Q4	$1K	Hold	39	–	–	﹤0.01%	6286
2017 Q3	$1K	Hold	39	–	–	﹤0.01%	6623
2017 Q2	$1K	Hold	39	–	–	﹤0.01%	6742
2017 Q1	$1K	Hold	39	–	–	﹤0.01%	6702
2016 Q4	$1K	Hold	39	–	–	﹤0.01%	6855
2016 Q3	$1K	Buy	+39	New	+$530	﹤0.01%	6976

Other funds holding DELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs's DELL Position: Q1 2026 in Review

Goldman Sachs increased its Dell (DELL) stake by 68% in Q1 2026, buying an estimated $355M and bringing the position to 6,609,696 shares worth $1.08B. The position accounts for 0.12% of the portfolio, ranked #150.

Goldman Sachs first reported a position in DELL in Q3 2016 and has held it in 39 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Goldman Sachs held 6,609,696 shares of Dell worth $1.08B as of Q1 2026.
Goldman Sachs bought 2,665,754 Dell shares in Q1 2026, an estimated $355M.
Dell made up 0.12% of Goldman Sachs's portfolio in Q1 2026, its #150 holding.
Goldman Sachs first reported a position in Dell in Q3 2016 and has held it in 39 quarters since.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.