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 Q2	$86.3K	Buy	+200	New	+$57.8K	0.01%	334

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

SFMG Wealth Advisors's DELL Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Dell (DELL) stake by 14% in Q2 2026, buying an estimated $151K and bringing the position to 4,354 shares worth $1.88M. The position accounts for 0.11% of the portfolio, ranked #82.

SFMG Wealth Advisors first reported a position in DELL in Q4 2019 and has held it in 22 quarters since. The position peaked at $3.61M in Q1 2021. 2,130 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

SFMG Wealth Advisors held 4,354 shares of Dell worth $1.88M as of Q2 2026.
SFMG Wealth Advisors bought 521 Dell shares in Q2 2026, an estimated $151K.
Dell made up 0.11% of SFMG Wealth Advisors's portfolio in Q2 2026, its #82 holding.
SFMG Wealth Advisors first reported a position in Dell in Q4 2019 and has held it in 22 quarters since.
SFMG Wealth Advisors's Dell position peaked at $3.61M in Q1 2021.
2,130 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.