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
2026 Q2	$2.76M	Buy	6,400 +4,400	+220%	+$1.27M	﹤0.01%	3392
2026 Q1	$328K	Sell	2,000 -2,000	-50%	-$266K	﹤0.01%	5129
2025 Q4	$504K	Buy	4,000 +2,000	+100%	+$282K	﹤0.01%	4709
2025 Q3	$284K	Hold	2,000	–	–	﹤0.01%	5091
2025 Q2	$245K	Buy	+2,000	New	+$204K	﹤0.01%	4931
2025 Q1	–	Sell	-2,800	Closed	-$323K	–	5398
2024 Q4	$323K	Sell	2,800 -700	-20%	-$87.8K	﹤0.01%	4463
2024 Q3	$415K	Buy	3,500 +1,500	+75%	+$175K	﹤0.01%	4166
2024 Q2	$276K	Buy	+2,000	New	+$268K	﹤0.01%	4342

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

LPL Financial's DELL Position: Q2 2026 in Review

LPL Financial increased its Dell (DELL) stake by 12% in Q2 2026, buying an estimated $22.6M and bringing the position to 707,109 shares worth $305M. The position accounts for 0.07% of the portfolio, ranked #288.

LPL Financial first reported a position in DELL in Q2 2017 and has held it in 36 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

LPL Financial held 707,109 shares of Dell worth $305M as of Q2 2026.
LPL Financial bought 78,279 Dell shares in Q2 2026, an estimated $22.6M.
Dell made up 0.07% of LPL Financial's portfolio in Q2 2026, its #288 holding.
LPL Financial first reported a position in Dell in Q2 2017 and has held it in 36 quarters since.
2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.