Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

DELL holding history

Dell Technologies Inc. in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DELL overview All 13F holders of DELL Full Q2 2026 holdings

Shares (Q2 2026): 10,597
Value: $4.57M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of DELL by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	10,597	$4.57M	0.4%	−3,396−24.3%	Reduced	Holders
Q1 2026	13,993	$2.30M	0.2%	−5,591−28.5%	Reduced	Holders
Q4 2025	19,584	$2.47M	0.2%	−6,708−25.5%	Reduced	Holders
Q3 2025	26,292	$3.73M	0.3%	−2,137−7.5%	Reduced	Holders
Q2 2025	28,429	$3.49M	0.3%	+375+1.3%	Added	Holders
Q1 2025	28,054	$2.56M	0.2%	−2,597−8.5%	Reduced	Holders
Q4 2024	30,651	$3.53M	0.3%	−286−0.9%	Reduced	Holders
Q3 2024	30,937	$3.67M	0.4%	−47,828−60.7%	Reduced	Holders
Q2 2024	78,765	$10.9M	1.1%	−3,595−4.4%	Reduced	Holders
Q1 2024	82,360	$9.40M	1.0%	−2,641−3.1%	Reduced	Holders
Q4 2023	85,001	$6.50M	0.7%	−3,573−4.0%	Reduced	Holders
Q3 2023	88,574	$6.10M	0.8%	−4,596−4.9%	Reduced	Holders
Q2 2023	93,170	$5.04M	0.6%	−1,243−1.3%	Reduced	Holders
Q1 2023	94,413	$3.80M	0.5%	+1,435+1.5%	Added	Holders
Q4 2022	92,978	$3.74M	0.5%	+286+0.3%	Added	Holders
Q3 2022	92,692	$3.17M	0.5%	+42,469+84.6%	Added	Holders
Q2 2022	50,223	$2.32M	0.3%	+38,356+323.2%	Added	Holders
Q1 2022	11,867	$596.0K	0.1%	+1,107+10.3%	Added	Holders
Q4 2021	10,760	$598.0K	0.1%	+667+6.6%	Added	Holders
Q3 2021	10,093	$1.06M	0.1%	−36−0.4%	Reduced	Holders
Q2 2021	10,129	$996.0K	0.1%	−52−0.5%	Reduced	Holders
Q1 2021	10,181	$905.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.