SFMG Wealth Advisors’s Dell DELL Stock Holding History

SFMG Wealth Advisors’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	$629K	Sell	3,833 -1,768	-32%	-$236K	0.04%	157
2025 Q4	$705K	Buy	5,601 +979	+21%	+$138K	0.05%	146
2025 Q3	$655K	Buy	4,622 +709	+18%	+$92K	0.05%	142
2025 Q2	$480K	Buy	+3,913	New	+$400K	0.04%	159
2024 Q4	–	Sell	-1,935	Closed	-$229K	–	279
2024 Q3	$229K	Buy	1,935 +1	+0.1%	+$116	0.02%	227
2024 Q2	$267K	Buy	1,934 +7	+0.4%	+$938	0.02%	207
2024 Q1	$220K	Buy	+1,927	New	+$180K	0.02%	233
2023 Q3	–	Sell	-30,762	Closed	-$1.66M	–	260
2023 Q2	$1.66M	Buy	30,762 +20	+0.1%	+$920	0.17%	69
2023 Q1	$1.24M	Buy	30,742 +2,429	+9%	+$97.8K	0.13%	81
2022 Q4	$1.14M	Sell	28,313 -1,381	-5%	-$54.6K	0.13%	84
2022 Q3	$1M	Sell	29,694 -141	-0.5%	-$5.93K	0.12%	87
2022 Q2	$1.38M	Buy	29,835 +6,749	+29%	+$319K	0.16%	77
2022 Q1	$1.16M	Buy	+23,086	New	+$1.29M	0.11%	91
2021 Q4	–	Sell	-4,015	Closed	-$212K	–	296
2021 Q3	$212K	Hold	4,015	–	–	0.02%	232
2021 Q2	$203K	Sell	4,015 -76,730	-95%	-$3.85M	0.02%	246
2021 Q1	$3.61M	Sell	80,745 -59	-0.1%	-$2.42K	0.42%	30
2020 Q4	$3M	Buy	80,804 +126	+0.2%	+$4.39K	0.38%	36
2020 Q3	$2.77M	Buy	80,678 +3,157	+4%	+$98.5K	0.38%	31
2020 Q2	$2.16M	Buy	77,521 +31,647	+69%	+$711K	0.31%	36
2020 Q1	$920K	Buy	45,874 +2,367	+5%	+$54.6K	0.14%	44
2019 Q4	$1.13M	Buy	+43,507	New	+$1.13M	0.14%	60

Other funds holding DELL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFMG Wealth Advisors's DELL Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Dell (DELL) stake by 32% in Q1 2026, selling an estimated $236K and leaving 3,833 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #157.

SFMG Wealth Advisors first reported a position in DELL in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.61M in Q1 2021. 1,633 funds tracked by Wall St. Rank hold DELL as of Q1 2026.

SFMG Wealth Advisors held 3,833 shares of Dell worth $629K as of Q1 2026.
SFMG Wealth Advisors sold 1,768 Dell shares in Q1 2026, an estimated $236K.
Dell made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #157 holding.
SFMG Wealth Advisors first reported a position in Dell in Q4 2019 and has held it in 21 quarters since.
SFMG Wealth Advisors's Dell position peaked at $3.61M in Q1 2021.
1,633 funds tracked by Wall St. Rank held Dell as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.