Kercheville Advisors’s Dell DELL Stock Holding History

Kercheville Advisors’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	$7.14M	Buy	16,550 +10,898	+193%	+$3.15M	2.17%	15
2026 Q1	$928K	Sell	5,652 -3,000	-35%	-$400K	0.3%	51
2025 Q4	$1.01M	Sell	8,652 -3,000	-26%	-$423K	0.27%	62
2025 Q3	$1.65M	Sell	11,652 -2,000	-15%	-$259K	0.5%	38
2025 Q2	$1.67M	Hold	13,652	–	–	0.58%	39
2025 Q1	$1.24M	Sell	13,652 -1,000	-7%	-$106K	0.51%	39
2024 Q4	$1.69M	Sell	14,652 -1,000	-6%	-$125K	0.66%	31
2024 Q3	$1.86M	Buy	+15,652	New	+$1.82M	0.78%	27

Other funds holding DELL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kercheville Advisors's DELL Position: Q2 2026 in Review

Kercheville Advisors increased its Dell (DELL) stake by 193% in Q2 2026, buying an estimated $3.15M and bringing the position to 16,550 shares worth $7.14M. The position accounts for 2.17% of the portfolio, ranked #15.

Kercheville Advisors first reported a position in DELL in Q3 2024 and has held it in 8 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Kercheville Advisors held 16,550 shares of Dell worth $7.14M as of Q2 2026.
Kercheville Advisors bought 10,898 Dell shares in Q2 2026, an estimated $3.15M.
Dell made up 2.17% of Kercheville Advisors's portfolio in Q2 2026, its #15 holding.
Kercheville Advisors first reported a position in Dell in Q3 2024 and has held it in 8 quarters since.
2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.