Institute for Wealth Management, LLC.
Position in DELL — Dell Technologies Inc.
CIK 1533954
DENVER, CO
Position in DELL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$7,208,402
+$4,396,035 QoQ
Shares Held
16,707
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#525
of 2,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $12,332,723 across 11 Computer Hardware names. DELL ranks #1 (58.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
16,707 | $7,208,402 | |
| 2 | STX |
Seagate Technology Holdings plc
|
1,525 | $1,471,625 | |
| 3 | WDC |
Western Digital Corp
|
2,268 | $1,448,616 | |
| 4 | SNDK |
Sandisk Corp
|
413 | $939,050 | |
| 5 | IONQ |
IonQ, Inc.
|
12,897 | $686,894 | |
| 6 | ANET |
Arista Networks, Inc.
|
2,794 | $474,644 | |
| 7 | HPQ |
Hp Inc
|
2,727 | $59,830 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
1,235 | $36,222 |
All Filings in DELL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,208,402 | 16,707 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,812,367 | 17,135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,162,996 | 17,183 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,460,418 | 17,355 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,146,235 | 17,506 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,637,236 | 17,962 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,082,617 | 18,072 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,085,711 | 17,595 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,418,389 | 17,536 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,006,167 | 17,581 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,342,116 | 17,544 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,215,051 | 17,635 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $958,937 | 17,722 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $707,253 | 17,589 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $712,135 | 17,706 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $614,513 | 17,984 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $834,783 | 18,065 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $920,032 | 18,331 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,038,190 | 18,483 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,925,677 | 18,509 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,844,792 | 18,509 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,634,126 | 18,538 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,351,688 | 18,443 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,248,408 | 18,443 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $999,687 | 18,196 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $715,893 | 18,101 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||