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KMG Fiduciary Partners’s Dell DELL Stock Holding History

KMG Fiduciary Partners’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 		$341K Sell
790
-27,832
-97% -$8.05M 0.03% 173
2026
Q1 		$4.7M Buy
28,622
+455
+2% +$60.6K 0.35% 81
2025
Q4 		$3.55M Buy
28,167
+457
+2% +$64.4K 0.25% 92
2025
Q3 		$3.93M Buy
27,710
+244
+0.9% +$31.7K 0.26% 90
2025
Q2 		$3.37M Buy
27,466
+1,452
+6% +$148K 0.25% 98
2025
Q1 		$2.37M Buy
26,014
+3,597
+16% +$380K 0.2% 115
2024
Q4 		$2.58M Buy
22,417
+3,249
+17% +$408K 0.21% 104
2024
Q3 		$2.27M Buy
+19,168
New +$2.23M 0.2% 113

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

KMG Fiduciary Partners's DELL Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Dell (DELL) stake by 97% in Q2 2026, selling an estimated $8.05M and leaving 790 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #173.

KMG Fiduciary Partners first reported a position in DELL in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.7M in Q1 2026. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • KMG Fiduciary Partners held 790 shares of Dell worth $341K as of Q2 2026.
  • KMG Fiduciary Partners sold 27,832 Dell shares in Q2 2026, an estimated $8.05M.
  • Dell made up 0.03% of KMG Fiduciary Partners's portfolio in Q2 2026, its #173 holding.
  • KMG Fiduciary Partners first reported a position in Dell in Q3 2024 and has held it in 8 quarters since.
  • KMG Fiduciary Partners's Dell position peaked at $4.7M in Q1 2026.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.