Lyell Wealth Management’s Dell DELL Stock Holding History

Lyell 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	$16.3M	Buy	37,835 +10,645	+39%	+$3.08M	1%	29
2026 Q1	$4.46M	Buy	+27,190	New	+$3.62M	0.33%	66

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

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

Lyell Wealth Management increased its Dell (DELL) stake by 39% in Q2 2026, buying an estimated $3.08M and bringing the position to 37,835 shares worth $16.3M. The position accounts for 1% of the portfolio, ranked #29.

Lyell Wealth Management first reported a position in DELL in Q1 2026 and has held it in 2 quarters since. 2,125 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Lyell Wealth Management held 37,835 shares of Dell worth $16.3M as of Q2 2026.
Lyell Wealth Management bought 10,645 Dell shares in Q2 2026, an estimated $3.08M.
Dell made up 1% of Lyell Wealth Management's portfolio in Q2 2026, its #29 holding.
Lyell Wealth Management first reported a position in Dell in Q1 2026 and has held it in 2 quarters since.
2,125 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.