JB Capital’s Dell DELL Stock Holding History

JB Capital’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	$5.63M	Buy	34,276 +32,104	+1,478%	+$4.28M	0.23%	48
2025 Q4	$273K	Buy	2,172 +14	+0.6%	+$1.97K	0.01%	220
2025 Q3	$306K	Buy	+2,158	New	+$280K	0.01%	206

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JB Capital's DELL Position: Q1 2026 in Review

JB Capital increased its Dell (DELL) stake by 1,478% in Q1 2026, buying an estimated $4.28M and bringing the position to 34,276 shares worth $5.63M. The position accounts for 0.23% of the portfolio, ranked #48.

JB Capital first reported a position in DELL in Q3 2025 and has held it in 3 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

JB Capital held 34,276 shares of Dell worth $5.63M as of Q1 2026.
JB Capital bought 32,104 Dell shares in Q1 2026, an estimated $4.28M.
Dell made up 0.23% of JB Capital's portfolio in Q1 2026, its #48 holding.
JB Capital first reported a position in Dell in Q3 2025 and has held it in 3 quarters since.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.