Position in DELL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,177,022
+$441,273 QoQ
Shares Held
2,728
-48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#1,069
of 2,109 holders
Holding Since
Jun 2024
2 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, 2026Whalen Wealth Management Inc. holds $2,320,708 across 2 Computer Hardware names. DELL ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
2,728 | $1,177,022 | |
| 2 | SNDK |
Sandisk Corp
|
503 | $1,143,686 |
All Filings in DELL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,177,022 | 2,728 | Shares | Sole | 2026-08-13 | |
| 2024-06-30 | $735,749 | 5,335 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||