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Lodestone Wealth Management’s Dell DELL Stock Holding History

Lodestone Wealth Management’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 		$350K Sell
812
-24
-3% -$6.94K 0.12% 139
2026
Q1 		$137K Buy
836
+3
+0.4% +$400 0.05% 194
2025
Q4 		$105K Buy
+833
New +$117K 0.04% 214

Other funds holding DELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lodestone Wealth Management's DELL Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Dell (DELL) stake by 2.9% in Q2 2026, selling an estimated $6.94K and leaving 812 shares worth $350K. The position accounts for 0.12% of the portfolio, ranked #139.

Lodestone Wealth Management first reported a position in DELL in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Lodestone Wealth Management held 812 shares of Dell worth $350K as of Q2 2026.
  • Lodestone Wealth Management sold 24 Dell shares in Q2 2026, an estimated $6.94K.
  • Dell made up 0.12% of Lodestone Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Lodestone Wealth Management first reported a position in Dell in Q4 2025 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.