Monument Capital Management’s Dell DELL Stock Holding History

Monument Capital 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	$8.65M	Sell	20,059 -937	-4%	-$271K	1.74%	8
2026 Q1	$3.45M	Buy	20,996 +18,403	+710%	+$2.45M	0.86%	45
2025 Q4	$326K	Sell	2,593 -8	-0.3%	-$1.13K	0.08%	171
2025 Q3	$369K	Sell	2,601 -509	-16%	-$66K	0.09%	159
2025 Q2	$381K	Sell	3,110 -844	-21%	-$86.3K	0.1%	144
2025 Q1	$360K	Sell	3,954 -311	-7%	-$32.9K	0.11%	138
2024 Q4	$492K	Sell	4,265 -372	-8%	-$46.7K	0.14%	114
2024 Q3	$550K	Sell	4,637 -149	-3%	-$17.4K	0.15%	105
2024 Q2	$660K	Buy	4,786 +42	+0.9%	+$5.63K	0.19%	91
2024 Q1	$541K	Sell	4,744 -92	-2%	-$8.58K	0.16%	112
2023 Q4	$370K	Buy	4,836 +791	+20%	+$55.9K	0.12%	133
2023 Q3	$279K	Buy	+4,045	New	+$241K	0.09%	142
2018 Q4	–	Sell	-78	Closed	-$2K	–	158
2018 Q3	$2K	Hold	78	–	–	﹤0.01%	239
2018 Q2	$2K	Hold	78	–	–	﹤0.01%	137
2018 Q1	$1K	Buy	+78	New	+$1.68K	﹤0.01%	134

Other funds holding DELL

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IHL

Investment House LLC Redondo Beach, California $2.21B AUM 39.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monument Capital Management's DELL Position: Q2 2026 in Review

Monument Capital Management reduced its Dell (DELL) stake by 4.5% in Q2 2026, selling an estimated $271K and leaving 20,059 shares worth $8.65M. The position accounts for 1.74% of the portfolio, ranked #8.

Monument Capital Management first reported a position in DELL in Q1 2018 and has held it in 15 quarters since. 967 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Monument Capital Management held 20,059 shares of Dell worth $8.65M as of Q2 2026.
Monument Capital Management sold 937 Dell shares in Q2 2026, an estimated $271K.
Dell made up 1.74% of Monument Capital Management's portfolio in Q2 2026, its #8 holding.
Monument Capital Management first reported a position in Dell in Q1 2018 and has held it in 15 quarters since.
967 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.