Morton Brown Family Wealth’s Dell DELL Stock Holding History

Morton Brown Family Wealth’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	$21.6K	Hold	50	–	–	﹤0.01%	158
2026 Q1	$8.21K	Hold	50	–	–	﹤0.01%	204
2025 Q4	$6.29K	Hold	50	–	–	﹤0.01%	216
2025 Q3	$7.09K	Hold	50	–	–	﹤0.01%	205
2025 Q2	$6.13K	Buy	+50	New	+$5.11K	﹤0.01%	223

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

Morton Brown Family Wealth's DELL Position: Q2 2026 in Review

Morton Brown Family Wealth held its Dell (DELL) position steady in Q2 2026 at 50 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Morton Brown Family Wealth first reported a position in DELL in Q2 2025 and has held it in 5 quarters since. 2,123 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

Morton Brown Family Wealth held 50 shares of Dell worth $21.6K as of Q2 2026.
Morton Brown Family Wealth left its Dell share count unchanged in Q2 2026.
Dell made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #158 holding.
Morton Brown Family Wealth first reported a position in Dell in Q2 2025 and has held it in 5 quarters since.
2,123 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.