Amplius Wealth Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 1900584 BLUE BELL, PA

Position in DELL

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$435,774

+$183,341 QoQ

Shares Held

1,010

-50.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,471

of 2,109 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $896,049 across 3 Computer Hardware names. DELL ranks #1 (48.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	1,010	$435,774
2	STX	Seagate Technology Holdings plc	242	$233,530
3	WDC	Western Digital Corp	355	$226,745

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$435,774	1,010	-50.9%	Shares	Sole	2026-07-17
2025-06-30	$252,433	2,059	-7.0%	Shares	Sole	2025-08-04
2024-12-31	$255,141	2,214	-4.0%	Shares	Sole	2025-01-16
2024-09-30	$273,471	2,307	-2.5%	Shares	Sole	2024-10-16
2024-06-30	$326,432	2,367	+2.9%	Shares	Sole	2024-07-22
2024-03-31	$262,567	2,301	-0.0%	Shares	Sole	2024-04-17
2021-12-31	$129,303	2,302	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.