Lowe Wealth Advisors’s Dell DELL Stock Holding History

Lowe 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
2025 Q3	$21.1K	Buy	149 +74	+99%	+$9.6K	0.01%	204
2025 Q2	$9.2K	Sell	75 -39	-34%	-$3.99K	﹤0.01%	257
2025 Q1	$10.4K	Hold	114	–	–	﹤0.01%	246
2024 Q4	$13.1K	Hold	114	–	–	0.01%	211
2024 Q3	$13.5K	Hold	114	–	–	0.01%	203
2024 Q2	$15.7K	Sell	114 -71	-38%	-$9.52K	0.01%	189
2024 Q1	$21.1K	Hold	185	–	–	0.01%	160
2023 Q4	$14.2K	Hold	185	–	–	0.01%	186
2023 Q3	$12.7K	Hold	185	–	–	0.01%	183
2023 Q2	$10K	Hold	185	–	–	0.01%	219
2023 Q1	$7.44K	Hold	185	–	–	﹤0.01%	230
2022 Q4	$7.44K	Hold	185	–	–	﹤0.01%	232
2022 Q3	$6K	Hold	185	–	–	﹤0.01%	230
2022 Q2	$9K	Hold	185	–	–	﹤0.01%	192
2022 Q1	$9K	Hold	185	–	–	﹤0.01%	202
2021 Q4	$10K	Sell	185 -180	-49%	-$10K	﹤0.01%	188
2021 Q3	$19K	Hold	365	–	–	0.01%	145
2021 Q2	$18K	Hold	365	–	–	0.01%	143
2021 Q1	$16K	Hold	365	–	–	0.01%	146
2020 Q4	$14K	Hold	365	–	–	0.01%	145
2020 Q3	$13K	Hold	365	–	–	0.01%	142
2020 Q2	$10K	Hold	365	–	–	0.01%	155
2020 Q1	$7K	Hold	365	–	–	﹤0.01%	172
2019 Q4	$10K	Hold	365	–	–	0.01%	162
2019 Q3	$10K	Hold	365	–	–	0.01%	152
2019 Q2	$9K	Hold	365	–	–	0.01%	167
2019 Q1	$10K	Buy	+365	New	+$9.62K	0.01%	144

Other funds holding DELL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lowe Wealth Advisors's DELL Position: Q3 2025 in Review

Lowe Wealth Advisors increased its Dell (DELL) stake by 99% in Q3 2025, buying an estimated $9.6K and bringing the position to 149 shares worth $21.1K. The position accounts for 0.01% of the portfolio, ranked #204.

Lowe Wealth Advisors first reported a position in DELL in Q1 2019 and has held it in 27 quarters since. 1,444 funds tracked by Wall St. Rank hold DELL as of Q3 2025.

Lowe Wealth Advisors held 149 shares of Dell worth $21.1K as of Q3 2025.
Lowe Wealth Advisors bought 74 Dell shares in Q3 2025, an estimated $9.6K.
Dell made up 0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #204 holding.
Lowe Wealth Advisors first reported a position in Dell in Q1 2019 and has held it in 27 quarters since.
1,444 funds tracked by Wall St. Rank held Dell as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.