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Pinnacle Wealth Planning Services’s Dell DELL Stock Holding History

Pinnacle Wealth Planning Services’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 		$237K Buy
1,444
+190
+15% +$25.3K 0.02% 418
2025
Q4 		$158K Buy
+1,254
New +$177K 0.02% 564
2021
Q1 		– Sell
-77
Closed -$3K – 763
2020
Q4 		$3K Buy
+77
New +$2.68K ﹤0.01% 1803

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

Pinnacle Wealth Planning Services's DELL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Dell (DELL) stake by 15% in Q1 2026, buying an estimated $25.3K and bringing the position to 1,444 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #418.

Pinnacle Wealth Planning Services first reported a position in DELL in Q4 2020 and has held it in 3 quarters since. 1,632 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,444 shares of Dell worth $237K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 190 Dell shares in Q1 2026, an estimated $25.3K.
  • Dell made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #418 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dell in Q4 2020 and has held it in 3 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.