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Whalen Wealth Management’s Dell DELL Stock Holding History

Whalen Wealth Management’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
Q3 		$1.52M Buy
2,834
+106
+4% +$49.8K 0.65% 45
2026
Q2 		$1.18M Buy
+2,728
New +$789K 0.53% 59
2024
Q3 		– Sell
-5,335
Closed -$736K – 124
2024
Q2 		$736K Buy
+5,335
New +$715K 0.58% 32

Other funds holding DELL

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

Whalen Wealth Management's DELL Position: Q3 2026 in Review

Whalen Wealth Management increased its Dell (DELL) stake by 3.9% in Q3 2026, buying an estimated $49.8K and bringing the position to 2,834 shares worth $1.52M. The position accounts for 0.65% of the portfolio, ranked #45.

Whalen Wealth Management first reported a position in DELL in Q2 2024 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold DELL as of Q3 2026.

  • Whalen Wealth Management held 2,834 shares of Dell worth $1.52M as of Q3 2026.
  • Whalen Wealth Management bought 106 Dell shares in Q3 2026, an estimated $49.8K.
  • Dell made up 0.65% of Whalen Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Whalen Wealth Management first reported a position in Dell in Q2 2024 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Dell as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.