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Sowell Financial Services’s Dell DELL Stock Holding History

Sowell Financial 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 		$10.4M Sell
24,219
-484
-2% -$140K 0.34% 54
2026
Q1 		$4.05M Buy
24,703
+3,196
+15% +$426K 0.15% 148
2025
Q4 		$2.71M Buy
21,507
+2,088
+11% +$294K 0.1% 212
2025
Q3 		$2.75M Buy
19,419
+2,303
+13% +$299K 0.11% 203
2025
Q2 		$2.1M Sell
17,116
-1,320
-7% -$135K 0.09% 250
2025
Q1 		$1.68M Buy
18,436
+5,677
+44% +$601K 0.08% 276
2024
Q4 		$1.47M Buy
+12,759
New +$1.6M 0.08% 257
2024
Q2 		– Sell
-10,540
Closed -$1.2M – 534
2024
Q1 		$1.2M Buy
+10,540
New +$983K 0.06% 314
2022
Q3 		– Sell
-11,385
Closed -$526K – 414
2022
Q2 		$526K Buy
+11,385
New +$538K 0.05% 221
2021
Q2 		– Sell
-5,071
Closed -$256K – 1042
2021
Q1 		$256K Buy
5,071
+602
+13% +$24.7K 0.01% 912
2020
Q4 		$166K Buy
4,469
+3,694
+477% +$129K 0.01% 925
2020
Q3 		$27K Sell
775
-210
-21% -$6.55K ﹤0.01% 1425
2020
Q2 		$27K Hold
985
– – ﹤0.01% 1361
2020
Q1 		$20K Hold
985
– – ﹤0.01% 1391
2019
Q4 		$26K Sell
985
-390
-28% -$10.1K ﹤0.01% 1335
2019
Q3 		$36K Buy
+1,375
New +$36.4K ﹤0.01% 1091
2018
Q1 		– Sell
-14,741
Closed -$366K – 276
2017
Q4 		$366K Sell
14,741
-8,082
-35% -$183K 0.09% 189
2017
Q3 		$528K Buy
+22,823
New +$440K 0.14% 139
2017
Q1 		– Sell
-39
Closed -$1K – 320
2016
Q4 		$1K Buy
+39
New +$559 ﹤0.01% 608

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 $3.38T AUM 44.17% 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

Sowell Financial Services's DELL Position: Q2 2026 in Review

Sowell Financial Services reduced its Dell (DELL) stake by 2% in Q2 2026, selling an estimated $140K and leaving 24,219 shares worth $10.4M. The position accounts for 0.34% of the portfolio, ranked #54.

Sowell Financial Services first reported a position in DELL in Q4 2016 and has held it in 19 quarters since. 2,139 funds tracked by Wall St. Rank hold DELL as of Q2 2026.

  • Sowell Financial Services held 24,219 shares of Dell worth $10.4M as of Q2 2026.
  • Sowell Financial Services sold 484 Dell shares in Q2 2026, an estimated $140K.
  • Dell made up 0.34% of Sowell Financial Services's portfolio in Q2 2026, its #54 holding.
  • Sowell Financial Services first reported a position in Dell in Q4 2016 and has held it in 19 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Dell as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.