Lee Financial
DELL icon

Lee Financial’s Dell DELL Stock Holding History

Lee Financial’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
Q3 		$3.71M Sell
6,896
-117
-2% -$55K 0.46% 26
2026
Q2 		$3.03M Buy
7,013
+607
+9% +$176K 0.39% 27
2026
Q1 		$1.05M Buy
+6,406
New +$853K 0.15% 70
2024
Q1 		– Sell
-45
Closed -$3.44K – 317
2023
Q4 		$3.44K Buy
+45
New +$3.18K ﹤0.01% 623
2022
Q4 		– Sell
-45
Closed -$2K – 944
2022
Q3 		$2K Buy
45
+10
+29% +$421 ﹤0.01% 662
2022
Q2 		$1K Sell
35
-31
-47% -$1.46K ﹤0.01% 776
2022
Q1 		$3K Buy
66
+35
+113% +$1.95K ﹤0.01% 566
2021
Q4 		$2K Sell
31
-30
-49% -$1.67K ﹤0.01% 724
2021
Q3 		$3K Hold
61
– – ﹤0.01% 542
2021
Q2 		$3K Buy
+61
New +$3.06K ﹤0.01% 507
2019
Q3 		– Sell
-245
Closed -$6K – 516
2019
Q2 		$6K Hold
245
– – ﹤0.01% 412
2019
Q1 		$7K Buy
+245
New +$6.46K ﹤0.01% 387
2018
Q4 		– Sell
-246
Closed -$7K – 446
2018
Q3 		$7K Hold
246
– – ﹤0.01% 376
2018
Q2 		$6K Hold
246
– – ﹤0.01% 586
2018
Q1 		$5K Hold
246
– – ﹤0.01% 613
2017
Q4 		$6K Hold
246
– – ﹤0.01% 413
2017
Q3 		$5K Sell
246
-46
-16% -$886 ﹤0.01% 406
2017
Q2 		$5K Buy
292
+46
+19% +$843 ﹤0.01% 397
2017
Q1 		$4K Hold
246
– – ﹤0.01% 355
2016
Q4 		$4K Buy
+246
New +$3.53K ﹤0.01% 376

Other funds holding DELL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Lee Financial's DELL Position: Q3 2026 in Review

Lee Financial reduced its Dell (DELL) stake by 1.7% in Q3 2026, selling an estimated $55K and leaving 6,896 shares worth $3.71M. The position accounts for 0.46% of the portfolio, ranked #26.

Lee Financial first reported a position in DELL in Q4 2016 and has held it in 20 quarters since. 788 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Lee Financial held 6,896 shares of Dell worth $3.71M as of Q3 2026.
  • Lee Financial sold 117 Dell shares in Q3 2026, an estimated $55K.
  • Dell made up 0.46% of Lee Financial's portfolio in Q3 2026, its #26 holding.
  • Lee Financial first reported a position in Dell in Q4 2016 and has held it in 20 quarters since.
  • 788 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.