Larry Mathis Financial Planning’s Dell DELL Stock Holding History

Larry Mathis 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	$1.2B	Buy	+2,792	New	+$808K	0.97%	23

Other funds holding DELL

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AHB

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

RDWM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Larry Mathis Financial Planning's DELL Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Dell (DELL) in Q2 2026: 2,792 shares worth $1.2B. The stake represents 0.97% of the portfolio and ranks #23 among its holdings.

335 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Larry Mathis Financial Planning held 2,792 shares of Dell worth $1.2B as of Q2 2026.
Dell was a new Larry Mathis Financial Planning position in Q2 2026.
Dell made up 0.97% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #23 holding.
335 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.