Lineweaver Wealth Advisors’s Dell DELL Stock Holding History

Lineweaver Wealth 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 Q2	$11M	Sell	25,582 -4,391	-15%	-$1.27M	1.31%	19
2026 Q1	$4.92M	Sell	29,973 -2,227	-7%	-$297K	0.66%	35
2025 Q4	$4.05M	Buy	32,200 +17,887	+125%	+$2.52M	0.55%	40
2025 Q3	$2.03M	Sell	14,313 -3,410	-19%	-$442K	0.3%	64
2025 Q2	$2.17M	Buy	17,723 +2,342	+15%	+$239K	0.34%	57
2025 Q1	$1.4M	Buy	15,381 +1,985	+15%	+$210K	0.24%	80
2024 Q4	$1.54M	Sell	13,396 -916	-6%	-$115K	0.29%	67
2024 Q3	$1.7M	Buy	14,312 +40	+0.3%	+$4.66K	0.32%	61
2024 Q2	$1.97M	Buy	14,272 +38	+0.3%	+$5.09K	0.41%	47
2024 Q1	$1.62M	Sell	14,234 -6,524	-31%	-$609K	0.39%	56
2023 Q4	$1.59M	Buy	20,758 +3,367	+19%	+$238K	0.41%	51
2023 Q3	$1.2M	Buy	+17,391	New	+$1.04M	0.35%	56

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

Lineweaver Wealth Advisors's DELL Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its Dell (DELL) stake by 15% in Q2 2026, selling an estimated $1.27M and leaving 25,582 shares worth $11M. The position accounts for 1.31% of the portfolio, ranked #19.

Lineweaver Wealth Advisors first reported a position in DELL in Q3 2023 and has held it in 12 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Lineweaver Wealth Advisors held 25,582 shares of Dell worth $11M as of Q2 2026.
Lineweaver Wealth Advisors sold 4,391 Dell shares in Q2 2026, an estimated $1.27M.
Dell made up 1.31% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Lineweaver Wealth Advisors first reported a position in Dell in Q3 2023 and has held it in 12 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.