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 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

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

Lee Financial's DELL Position: Q2 2026 in Review

Lee Financial increased its Dell (DELL) stake by 9.5% in Q2 2026, buying an estimated $176K and bringing the position to 7,013 shares worth $3.03M. The position accounts for 0.39% of the portfolio, ranked #27.

Lee Financial first reported a position in DELL in Q4 2016 and has held it in 19 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Lee Financial held 7,013 shares of Dell worth $3.03M as of Q2 2026.
Lee Financial bought 607 Dell shares in Q2 2026, an estimated $176K.
Dell made up 0.39% of Lee Financial's portfolio in Q2 2026, its #27 holding.
Lee Financial first reported a position in Dell in Q4 2016 and has held it in 19 quarters since.
2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.