Mowery & Schoenfeld Wealth Management, LLC

Position in DELL — Dell Technologies Inc.

CIK 2019946 LINCOLNSHIRE, IL

Position in DELL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$30,202

+$18,713 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,997

of 2,109 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $142,190 across 5 Computer Hardware names. DELL ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNDK	Sandisk Corp	14	$31,832
2	DELL	Dell Technologies Inc. This page	70	$30,202
3	STX	Seagate Technology Holdings plc	30	$28,950
4	WDC	Western Digital Corp	44	$28,103
5	ANET	Arista Networks, Inc.	136	$23,103

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,202	70	0.0%	Shares	Sole	2026-08-06
2026-03-31	$11,489	70	0.0%	Shares	Sole	2026-05-01
2025-12-31	$8,811	70	0.0%	Shares	Sole	2026-01-28
2025-09-30	$9,923	70	0.0%	Shares	Sole	2025-10-27
2025-06-30	$8,582	70	0.0%	Shares	Sole	2025-07-28
2025-03-31	$6,380	70	-12.5%	Shares	Sole	2025-05-05
2024-12-31	$9,219	80	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.