Position in DELL
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,244,281
+$7,799 QoQ
Shares Held
31,952
-23.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Mar 31, 2026CWM, LLC holds $107,983,168 across 23 Computer Hardware names. DELL ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDC |
Western Digital Corp
|
120,888 | $32,698,995 | |
| 2 | ANET |
Arista Networks, Inc.
|
222,254 | $27,288,346 | |
| 3 | SNDK |
Sandisk Corp
|
42,372 | $26,920,626 | |
| 4 | DELL |
Dell Technologies Inc.
This page
|
31,952 | $5,244,281 | |
| 5 | STX |
Seagate Technology Holdings plc
|
12,794 | $5,012,177 | |
| 6 | P |
Everpure, Inc.
|
83,154 | $4,909,412 | |
| 7 | HPQ |
Hp Inc
|
196,972 | $3,783,832 | |
| 8 | SMCI |
Super Micro Computer, Inc.
|
19,558 | $445,335 |
All Filings in DELL
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,244,281 | 31,952 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,236,482 | 41,599 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,130,985 | 43,246 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,332,316 | 35,337 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,650,270 | 18,105 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,552,566 | 22,150 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,609,895 | 22,017 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,690,747 | 26,762 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,342,275 | 11,763 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $360,621 | 4,714 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $264,162 | 3,834 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $184,677 | 3,413 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $145,640 | 3,622 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $161,483 | 4,015 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $127,761 | 3,739 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $148,010 | 3,203 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $104,897 | 2,090 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $201,425 | 3,586 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $234,423 | 2,352 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $207,329 | 2,352 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $172,378 | 2,352 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $159,207 | 2,352 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $129,218 | 2,352 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $93,021 | 2,352 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||