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Marks Group Wealth Management’s Dell DELL Stock Holding History

Marks Group 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
Q1 		$2.3M Sell
13,993
-5,591
-29% -$745K 0.22% 121
2025
Q4 		$2.47M Sell
19,584
-6,708
-26% -$945K 0.24% 114
2025
Q3 		$3.73M Sell
26,292
-2,137
-8% -$277K 0.35% 95
2025
Q2 		$3.49M Buy
28,429
+375
+1% +$38.3K 0.32% 94
2025
Q1 		$2.56M Sell
28,054
-2,597
-8% -$275K 0.25% 103
2024
Q4 		$3.53M Sell
30,651
-286
-0.9% -$35.9K 0.35% 90
2024
Q3 		$3.67M Sell
30,937
-47,828
-61% -$5.57M 0.35% 90
2024
Q2 		$10.9M Sell
78,765
-3,595
-4% -$482K 1.14% 12
2024
Q1 		$9.4M Sell
82,360
-2,641
-3% -$246K 0.98% 26
2023
Q4 		$6.5M Sell
85,001
-3,573
-4% -$253K 0.74% 61
2023
Q3 		$6.1M Sell
88,574
-4,596
-5% -$274K 0.76% 56
2023
Q2 		$5.04M Sell
93,170
-1,243
-1% -$57.2K 0.6% 73
2023
Q1 		$3.8M Buy
94,413
+1,435
+2% +$57.8K 0.49% 82
2022
Q4 		$3.74M Buy
92,978
+286
+0.3% +$11.3K 0.51% 79
2022
Q3 		$3.17M Buy
92,692
+42,469
+85% +$1.79M 0.48% 78
2022
Q2 		$2.32M Buy
50,223
+38,356
+323% +$1.81M 0.33% 94
2022
Q1 		$596K Buy
11,867
+1,107
+10% +$61.8K 0.07% 214
2021
Q4 		$598K Sell
10,760
-9,153
-46% -$510K 0.07% 216
2021
Q3 		$1.06M Sell
19,913
-72
-0.4% -$3.59K 0.14% 149
2021
Q2 		$996K Sell
19,985
-102
-0.5% -$5.12K 0.14% 142
2021
Q1 		$905K Buy
20,087
+667
+3% +$27.3K 0.13% 143
2020
Q4 		$721K Sell
19,420
-28,423
-59% -$990K 0.11% 152
2020
Q3 		$1.64M Buy
47,843
+809
+2% +$25.2K 0.3% 108
2020
Q2 		$1.32M Sell
47,034
-52,589
-53% -$1.18M 0.27% 113
2020
Q1 		$1.98M Buy
99,623
+12,748
+15% +$294K 0.51% 87
2019
Q4 		$2.26M Buy
+86,875
New +$2.26M 0.45% 96

Other funds holding DELL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Marks Group Wealth Management's DELL Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Dell (DELL) stake by 29% in Q1 2026, selling an estimated $745K and leaving 13,993 shares worth $2.3M. The position accounts for 0.22% of the portfolio, ranked #121.

Marks Group Wealth Management first reported a position in DELL in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.9M in Q2 2024. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Marks Group Wealth Management held 13,993 shares of Dell worth $2.3M as of Q1 2026.
  • Marks Group Wealth Management sold 5,591 Dell shares in Q1 2026, an estimated $745K.
  • Dell made up 0.22% of Marks Group Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Marks Group Wealth Management first reported a position in Dell in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Dell position peaked at $10.9M in Q2 2024.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.