PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in DELL — Dell Technologies Inc.
CIK 2145782
WALTHAM, MA
Position in DELL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$284,763
+$143,119 QoQ
Shares Held
660
-23.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,669
of 2,108 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $284,763 across 1 Computer Hardware name. DELL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DELL |
Dell Technologies Inc.
This page
|
660 | $284,763 |
All Filings in DELL
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,763 | 660 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $141,644 | 863 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $68,730 | 546 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $13,609 | 96 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $11,769 | 96 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $8,750 | 96 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $11,063 | 96 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $11,379 | 96 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $13,239 | 96 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $10,954 | 96 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $7,344 | 96 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $6,614 | 96 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $5,195 | 1,583 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $3,860 | 96 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $7,682 | 191 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||