Kerr Financial Planning’s Dell DELL Stock Holding History

Kerr Financial Planning’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	$465K	Buy	1,078 +1	+0.1%	+$289	0.52%	43
2026 Q1	$221K	Sell	1,077 -52	-5%	-$6.93K	0.16%	76
2025 Q4	$130K	Sell	1,129 -799	-41%	-$113K	0.18%	104
2025 Q3	$241K	Buy	+1,928	New	+$250K	0.34%	63

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

Kerr Financial Planning's DELL Position: Q2 2026 in Review

Kerr Financial Planning increased its Dell (DELL) stake by 0.09% in Q2 2026, buying an estimated $289 and bringing the position to 1,078 shares worth $465K. The position accounts for 0.52% of the portfolio, ranked #43.

Kerr Financial Planning first reported a position in DELL in Q3 2025 and has held it in 4 quarters since. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Kerr Financial Planning held 1,078 shares of Dell worth $465K as of Q2 2026.
Kerr Financial Planning bought 1 Dell share in Q2 2026, an estimated $289.
Dell made up 0.52% of Kerr Financial Planning's portfolio in Q2 2026, its #43 holding.
Kerr Financial Planning first reported a position in Dell in Q3 2025 and has held it in 4 quarters since.
2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.