Institute for Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.21M | Sell |
16,707
-428
| -2% | -$124K | 0.64% | 32 |
|
|
2026
Q1 | $2.81M | Sell |
17,135
-48
| -0.3% | -$6.39K | 0.3% | 76 |
|
|
2025
Q4 | $2.16M | Sell |
17,183
-172
| -1% | -$24.2K | 0.23% | 89 |
|
|
2025
Q3 | $2.46M | Sell |
17,355
-151
| -0.9% | -$19.6K | 0.26% | 80 |
|
|
2025
Q2 | $2.15M | Sell |
17,506
-456
| -3% | -$46.6K | 0.24% | 88 |
|
|
2025
Q1 | $1.64M | Sell |
17,962
-110
| -0.6% | -$11.6K | 0.21% | 109 |
|
|
2024
Q4 | $2.08M | Buy |
18,072
+477
| +3% | +$59.9K | 0.26% | 80 |
|
|
2024
Q3 | $2.09M | Buy |
17,595
+59
| +0.3% | +$6.87K | 0.26% | 83 |
|
|
2024
Q2 | $2.42M | Sell |
17,536
-45
| -0.3% | -$6.03K | 0.32% | 64 |
|
|
2024
Q1 | $2.01M | Buy |
17,581
+37
| +0.2% | +$3.45K | 0.26% | 79 |
|
|
2023
Q4 | $1.34M | Sell |
17,544
-91
| -0.5% | -$6.43K | 0.22% | 113 |
|
|
2023
Q3 | $1.22M | Sell |
17,635
-87
| -0.5% | -$5.18K | 0.22% | 115 |
|
|
2023
Q2 | $959K | Buy |
17,722
+133
| +0.8% | +$6.12K | 0.16% | 160 |
|
|
2023
Q1 | $707K | Sell |
17,589
-117
| -0.7% | -$4.71K | 0.14% | 191 |
|
|
2022
Q4 | $712K | Sell |
17,706
-278
| -2% | -$11K | 0.15% | 195 |
|
|
2022
Q3 | $615K | Sell |
17,984
-81
| -0.4% | -$3.41K | 0.14% | 195 |
|
|
2022
Q2 | $835K | Sell |
18,065
-266
| -1% | -$12.6K | 0.16% | 160 |
|
|
2022
Q1 | $920K | Sell |
18,331
-152
| -0.8% | -$8.48K | 0.15% | 176 |
|
|
2021
Q4 | $1.04M | Sell |
18,483
-18,035
| -49% | -$1.01M | 0.17% | 151 |
|
|
2021
Q3 | $1.93M | Hold |
36,518
| – | – | 0.34% | 74 |
|
|
2021
Q2 | $1.84M | Sell |
36,518
-57
| -0.2% | -$2.86K | 0.32% | 75 |
|
|
2021
Q1 | $1.63M | Buy |
36,575
+187
| +0.5% | +$7.66K | 0.31% | 82 |
|
|
2020
Q4 | $1.35M | Hold |
36,388
| – | – | 0.27% | 94 |
|
|
2020
Q3 | $1.25M | Buy |
36,388
+487
| +1% | +$15.2K | 0.28% | 88 |
|
|
2020
Q2 | $1M | Buy |
35,901
+188
| +0.5% | +$4.22K | 0.24% | 108 |
|
|
2020
Q1 | $716K | Buy |
35,713
+645
| +2% | +$14.9K | 0.22% | 129 |
|
|
2019
Q4 | $913K | Buy |
35,068
+12,189
| +53% | +$317K | 0.21% | 138 |
|
|
2019
Q3 | $601K | Sell |
22,879
-1,324
| -5% | -$35.1K | 0.15% | 204 |
|
|
2019
Q2 | $623K | Sell |
24,203
-400
| -2% | -$12.5K | 0.14% | 221 |
|
|
2019
Q1 | $732K | Sell |
24,603
-241
| -1% | -$6.35K | 0.16% | 175 |
|
|
2018
Q4 | $615K | Sell |
24,844
-26,207
| -51% | -$717K | 0.25% | 122 |
|
|
2018
Q3 | $1.39M | Buy |
51,051
+11
| +0% | +$294 | 0.47% | 68 |
|
|
2018
Q2 | $1.21M | Sell |
51,040
-349
| -0.7% | -$7.71K | 0.39% | 89 |
|
|
2018
Q1 | $1.04M | Buy |
51,389
+2,191
| +4% | +$47.2K | 0.31% | 116 |
|
|
2017
Q4 | $1.13M | Sell |
49,198
-1,578
| -3% | -$35.8K | 0.26% | 119 |
|
|
2017
Q3 | $1.11M | Sell |
50,776
-349
| -0.7% | -$6.72K | 0.36% | 91 |
|
|
2017
Q2 | $877K | Buy |
+51,125
| New | +$936K | 0.24% | 139 |
|
Other funds holding DELL
Institute for Wealth Management's DELL Position: Q2 2026 in Review
Institute for Wealth Management reduced its Dell (DELL) stake by 2.5% in Q2 2026, selling an estimated $124K and leaving 16,707 shares worth $7.21M. The position accounts for 0.64% of the portfolio, ranked #32.
Institute for Wealth Management first reported a position in DELL in Q2 2017 and has held it in 37 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.
- Institute for Wealth Management held 16,707 shares of Dell worth $7.21M as of Q2 2026.
- Institute for Wealth Management sold 428 Dell shares in Q2 2026, an estimated $124K.
- Dell made up 0.64% of Institute for Wealth Management's portfolio in Q2 2026, its #32 holding.
- Institute for Wealth Management first reported a position in Dell in Q2 2017 and has held it in 37 quarters since.
- 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.