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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
Q2 		$943K Buy
2,185
+741
+51% +$214K 0.09% 127
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinnacle Wealth Planning Services's DELL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Dell (DELL) stake by 51% in Q2 2026, buying an estimated $214K and bringing the position to 2,185 shares worth $943K. The position accounts for 0.09% of the portfolio, ranked #127.

Pinnacle Wealth Planning Services first reported a position in DELL in Q4 2020 and has held it in 4 quarters since. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,185 shares of Dell worth $943K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 741 Dell shares in Q2 2026, an estimated $214K.
  • Dell made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #127 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dell in Q4 2020 and has held it in 4 quarters since.
  • 2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.