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HB Wealth Management’s Dell DELL Stock Holding History

HB 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
2025
Q1 		– Sell
-1,000
Closed -$115K – 1239
2024
Q4 		$115K Sell
1,000
-500
-33% -$62.7K ﹤0.01% 1019
2024
Q3 		$178K Sell
1,500
-500
-25% -$58.2K ﹤0.01% 906
2024
Q2 		$276K Buy
+2,000
New +$268K ﹤0.01% 746

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

HB Wealth Management's DELL Position: Q1 2026 in Review

HB Wealth Management increased its Dell (DELL) stake by 8.2% in Q1 2026, buying an estimated $125K and bringing the position to 12,334 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #430.

HB Wealth Management first reported a position in DELL in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q3 2024. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • HB Wealth Management held 12,334 shares of Dell worth $2.02M as of Q1 2026.
  • HB Wealth Management bought 935 Dell shares in Q1 2026, an estimated $125K.
  • Dell made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #430 holding.
  • HB Wealth Management first reported a position in Dell in Q3 2023 and has held it in 11 quarters since.
  • HB Wealth Management's Dell position peaked at $2.22M in Q3 2024.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.