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Dell Technologies shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Dell Technologies (DELL) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Dell Technologies

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All positions including Dell Technologies held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dell Technologies by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 11k 114.11
2023-12-31 $843k 11k 76.50
2023-09-30 $778k 11k 68.90
2023-06-30 $605k 11k 54.11
2023-03-31 $413k 10k 40.21
2022-12-31 $470k 12k 40.22

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Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Blackstone Private Credit Fund Shs Cl I Stock
Lowes Cos Stock (LOW)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)

View all positions for Beaumont Financial Advisors

Top funds holding Dell Technologies

Vanguard Group
BlackRock
FMR
Arrowstreet Capital, Limited Partnership
Robeco Investment Management
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Morgan Stanley
Goldman Sachs Group
LSV Asset Management
Susquehanna International
Bank of America Corporation
Citadel Advisors
Geode Capital Management
Jpmorgan Chase & Co
Millennium Management

View all funds holding Dell Technologies