Lake Hills Wealth Management’s Dell DELL Stock Holding History

Lake Hills 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
2025 Q4	–	Sell	-2,145	Closed	-$304K	–	63
2025 Q3	$304K	Buy	+2,145	New	+$278K	0.16%	42

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Lake Hills Wealth Management's DELL Position: Q4 2025 in Review

Lake Hills Wealth Management sold out of Dell (DELL) in Q4 2025, closing a stake of 2,145 shares — an estimated $304K sold.

Lake Hills Wealth Management first reported a position in DELL in Q3 2025 and held it in 1 quarter. The position peaked at $304K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold DELL as of Q4 2025.

Lake Hills Wealth Management reported no remaining Dell position as of Q4 2025 after selling out during the quarter.
Lake Hills Wealth Management sold 2,145 Dell shares in Q4 2025, an estimated $304K.
Lake Hills Wealth Management first reported a position in Dell in Q3 2025 and held it in 1 quarter.
Lake Hills Wealth Management's Dell position peaked at $304K in Q3 2025.
1,514 funds tracked by Wall St. Rank held Dell as of Q4 2025.

Based on Lake Hills Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.