Beaumont Financial Advisors, LLC

Position in DELL — Dell Technologies Inc.

CIK 1957394 NEEDHAM, MA

Position in DELL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$3,748,955

+$2,323,651 QoQ

Shares Held

8,689

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#681

of 2,109 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $5,821,383 across 5 Computer Hardware names. DELL ranks #1 (64.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	8,689	$3,748,955
2	STX	Seagate Technology Holdings plc	857	$827,005
3	ANET	Arista Networks, Inc.	2,967	$504,033
4	P	Everpure, Inc.	5,081	$400,331
5	SNDK	Sandisk Corp	150	$341,059

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,748,955	8,689	+0.1%	Shares	Sole	2026-08-04
2026-03-31	$1,425,304	8,684	-7.3%	Shares	Sole	2026-05-05
2025-12-31	$1,179,117	9,367	-1.7%	Shares	Sole	2026-01-16
2025-09-30	$1,350,926	9,529	+0.0%	Shares	Sole	2025-10-23
2025-06-30	$1,167,887	9,526	-0.6%	Shares	Sole	2025-07-16
2025-03-31	$873,490	9,583	-5.3%	Shares	Sole	2025-05-12
2024-12-31	$1,166,689	10,124	+0.2%	Shares	Sole	2025-01-17
2024-09-30	$1,197,609	10,103	+0.3%	Shares	Sole	2024-10-09
2024-06-30	$1,388,891	10,071	-6.4%	Shares	Sole	2024-07-24
2024-03-31	$1,227,937	10,761	-2.3%	Shares	Sole	2024-05-10
2023-12-31	$842,724	11,016	-2.4%	Shares	Sole	2024-01-31
2023-09-30	$777,605	11,286	+1.0%	Shares	Sole	2023-11-01
2023-06-30	$604,895	11,179	+8.8%	Shares	Sole	2023-08-02
2023-03-31	$413,037	10,272	-12.1%	Shares	Sole	2023-05-08
2022-12-31	$469,809	11,681	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.