LPL Financial’s Dell DELL Stock Holding History

LPL 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
2025 Q2	–	Sell	-2,300	Closed	-$210K	–	5586
2025 Q1	$210K	Hold	2,300	–	–	﹤0.01%	4840
2024 Q4	$265K	Buy	+2,300	New	+$289K	﹤0.01%	4634

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

LPL Financial's DELL Position: Q1 2026 in Review

LPL Financial reduced its Dell (DELL) stake by 19% in Q1 2026, selling an estimated $19.7M and leaving 628,830 shares worth $103M. The position accounts for 0.03% of the portfolio, ranked #564.

LPL Financial first reported a position in DELL in Q2 2017 and has held it in 35 quarters since. The position peaked at $108M in Q3 2025. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

LPL Financial held 628,830 shares of Dell worth $103M as of Q1 2026.
LPL Financial sold 147,752 Dell shares in Q1 2026, an estimated $19.7M.
Dell made up 0.03% of LPL Financial's portfolio in Q1 2026, its #564 holding.
LPL Financial first reported a position in Dell in Q2 2017 and has held it in 35 quarters since.
LPL Financial's Dell position peaked at $108M in Q3 2025.
1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.