JEPPSON WEALTH MANAGEMENT, LLC
Position in DELL — Dell Technologies Inc.
CIK 1831263
MANHATTAN BEACH, CA
Position in DELL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$803,378
+$483,817 QoQ
Shares Held
1,862
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,213
of 2,109 holders
Holding Since
Sep 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DELL Over Time
Shares Held
Position Value (USD)
Position in Computer Hardware
Technology · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $1,049,285 across 2 Computer Hardware names. DELL ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
1,862 | $803,378 | |
| 2 | WDC |
Western Digital Corp
|
385 | $245,907 |
All Filings in DELL
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,378 | 1,862 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $319,561 | 1,947 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $245,088 | 1,947 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $276,026 | 1,947 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $238,702 | 1,947 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $224,372 | 1,947 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $230,797 | 1,947 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $268,510 | 1,947 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $230,730 | 2,022 | Shares | Sole | 2024-04-17 | |
| 2021-09-30 | $220,981 | 2,124 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $211,699 | 2,124 | Shares | Sole | 2021-07-20 | |
| 2020-09-30 | $145,465 | 2,149 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||