Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s Dell DELL Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2018
Q3 		– Sell
-777,499
Closed -$18.5M – 542
2018
Q2 		$18.5M Buy
+777,499
New +$17.2M 0.13% 104

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s DELL Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its Dell (DELL) stake by 1,295% in Q1 2026, buying an estimated $14.8M and bringing the position to 120,061 shares worth $19.7M. The position accounts for 0.05% of the portfolio, ranked #188.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in DELL in Q3 2016 and has held it in 24 quarters since. The position peaked at $52.6M in Q2 2018. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 120,061 shares of Dell worth $19.7M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 111,456 Dell shares in Q1 2026, an estimated $14.8M.
  • Dell made up 0.05% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #188 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Dell in Q3 2016 and has held it in 24 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Dell position peaked at $52.6M in Q2 2018.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.