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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lee Financial's DELL Position: Q1 2026 in Review

Lee Financial opened a new position in Dell (DELL) in Q1 2026: 6,406 shares worth $1.05M. The stake represents 0.15% of the portfolio and ranks #70 among its holdings. This is a return to the name: Lee Financial previously reported a position in DELL as recently as Q4 2023.

Lee Financial first reported a position in DELL in Q4 2016 and has held it in 18 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

Lee Financial held 6,406 shares of Dell worth $1.05M as of Q1 2026.
Dell was a new Lee Financial position in Q1 2026.
Dell made up 0.15% of Lee Financial's portfolio in Q1 2026, its #70 holding.
Lee Financial first reported a position in Dell in Q4 2016 and has held it in 18 quarters since.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.