Position in DELL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,025,828
+$1,974,413 QoQ
Shares Held
7,013
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#747
of 2,109 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Lee Financial Co holds $4,599,743 across 2 Computer Hardware names. DELL ranks #1 (65.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
7,013 | $3,025,828 | |
| 2 | STX |
Seagate Technology Holdings plc
|
1,631 | $1,573,915 |
All Filings in DELL
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,025,828 | 7,013 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $1,051,415 | 6,406 | Shares | Sole | 2026-04-13 | |
| 2023-12-31 | $3,442 | 45 | Shares | Sole | 2024-02-08 | |
| 2022-09-30 | $1,537 | 45 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $1,616 | 35 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,312 | 66 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $1,741 | 31 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $3,225 | 31 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,089 | 31 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||