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Legacy Financial Advisors’s Dell DELL Stock Holding History

Legacy Financial Advisors’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 		$537K Sell
3,272
-274
-8% -$36.5K 0.08% 230
2025
Q4 		$446K Sell
3,546
-294
-8% -$41.4K 0.06% 242
2025
Q3 		$544K Buy
3,840
+755
+24% +$98K 0.08% 221
2025
Q2 		$378K Buy
+3,085
New +$315K 0.06% 238

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Financial Advisors's DELL Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Dell (DELL) stake by 7.7% in Q1 2026, selling an estimated $36.5K and leaving 3,272 shares worth $537K. The position accounts for 0.08% of the portfolio, ranked #230.

Legacy Financial Advisors first reported a position in DELL in Q2 2025 and has held it in 4 quarters since. The position peaked at $544K in Q3 2025. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Legacy Financial Advisors held 3,272 shares of Dell worth $537K as of Q1 2026.
  • Legacy Financial Advisors sold 274 Dell shares in Q1 2026, an estimated $36.5K.
  • Dell made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #230 holding.
  • Legacy Financial Advisors first reported a position in Dell in Q2 2025 and has held it in 4 quarters since.
  • Legacy Financial Advisors's Dell position peaked at $544K in Q3 2025.
  • 1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.