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Jackson Thornton Wealth Management’s Dell DELL Stock Holding History

Jackson Thornton 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
2026
Q2 		$285K Buy
+660
New +$191K 0.02% 306
2025
Q4 		– Sell
-2,232
Closed -$367K – 313
2025
Q3 		$367K Buy
+2,232
New +$290K 0.04% 141

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jackson Thornton Wealth Management's DELL Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Dell (DELL) in Q2 2026: 660 shares worth $285K. The stake represents 0.02% of the portfolio and ranks #306 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in DELL as recently as Q3 2025.

Jackson Thornton Wealth Management first reported a position in DELL in Q3 2025 and has held it in 2 quarters since. The position peaked at $367K in Q3 2025. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Jackson Thornton Wealth Management held 660 shares of Dell worth $285K as of Q2 2026.
  • Dell was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Dell made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Jackson Thornton Wealth Management first reported a position in Dell in Q3 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Dell position peaked at $367K in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.