Institutions / Cfm Wealth Partners LLC / Activity
Activity — Cfm Wealth Partners LLC
116 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | Marvell Technology, Inc. Common stock | $11.03M | +37K | 37,032 1.41% of portfolio | medium |
| Q2 2026 as of | Exit | Salesforce Inc Common stock | $-8.47M | -32K -100.00% | 0 | medium |
| Q2 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $7.82M | +16K +1253.25% | 17,687 1.08% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 Common stock | $6.95M | +56K +310.99% | 73,961 1.17% of portfolio | medium |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $5.74M | +10K +21.89% | 55,008 4.08% of portfolio | medium |
| Q2 2026 as of | Exit | ServiceNow Inc Common stock | $-4.91M | -32K -100.00% | 0 | low |
| Q2 2026 as of | New | ARM Arm Holdings PLC /Uk ADR | $2.91M | +8K | 8,197 0.37% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $2.89M | +3K | 2,505 0.37% of portfolio | low |
| Q2 2026 as of | New | Credo Technology Group Holding Ltd Common stock | $2.89M | +11K | 10,629 0.37% of portfolio | low |
| Q2 2026 as of | Trim | NVIDIA Corp Common stock | $-2.71M | -14K -2.48% | 532,703 13.61% of portfolio | low |
| Q2 2026 as of | Trim | Home Depot, Inc. Common stock | $-2.04M | -6K -30.42% | 13,203 0.59% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-1.96M | -7K -2.43% | 271,129 10.02% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $1.78M | +1K +14.99% | 11,402 1.75% of portfolio | low |
| Q2 2026 as of | Add | Broadcom Inc. Common stock | $1.70M | +5K +16.85% | 31,296 1.51% of portfolio | low |
| Q2 2026 as of | New | Vicor Corp Common stock | $1.51M | +4K | 3,988 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Mcdonald'S Corp Common stock | $-1.48M | -5K -34.30% | 10,517 0.36% of portfolio | low |
| Q2 2026 as of | Trim | Palo Alto Networks Inc Common stock | $-1.36M | -4K -5.44% | 69,449 3.02% of portfolio | low |
| Q2 2026 as of | Trim | Coca Cola Co Common stock | $-1.34M | -16K -28.12% | 42,080 0.44% of portfolio | low |
| Q2 2026 as of | Add | 46090E103 Common stock | $1.23M | +2K +8.81% | 20,557 1.93% of portfolio | low |
| Q2 2026 as of | Exit | Coinbase Global, Inc. Common stock | $-1.19M | -5K -100.00% | 0 | low |
| Q2 2026 as of | Trim | CrowdStrike Holdings, Inc. Common stock | $-1.08M | -1K -9.90% | 12,865 1.25% of portfolio | low |
| Q2 2026 as of | Exit | BMNR Bitmine Immersion Technologies, Inc. Common Stock | $-1.03M | -38K -100.00% | 0 | low |
| Q2 2026 as of | New | Sandisk Corp Common stock | $957.2K | +421 | 421 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Academy Sports & Outdoors, Inc. Common stock | $-941.4K | -20K -63.89% | 11,292 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Netflix Inc Common stock | $-773.6K | -11K -14.76% | 62,563 0.57% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny Common stock | $768.8K | +3K | 3,010 0.10% of portfolio | low |
| Q2 2026 as of | Add | 464287465 Common stock | $720.6K | +7K +57.29% | 19,045 0.25% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-713.6K | -2K -3.74% | 49,252 2.35% of portfolio | low |
| Q2 2026 as of | Add | Dell Technologies Inc. Common stock | $706.7K | +2K +53.18% | 4,718 0.26% of portfolio | low |
| Q2 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-697.9K | -5K -54.99% | 3,896 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Palantir Technologies Inc Common stock | $-598.9K | -5K -72.60% | 1,937 0.03% of portfolio | low |
| Q2 2026 as of | Trim | ONEOK Inc Common stock | $-598.8K | -7K -38.22% | 11,134 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Mastercard Inc Common stock | $-594.2K | -1K -7.16% | 14,998 0.98% of portfolio | low |
| Q2 2026 as of | Add | Intel Corp Common stock | $592.7K | +4K +36.63% | 15,834 0.28% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-591.1K | -2K -3.82% | 43,424 1.90% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $542.4K | +963 +3.12% | 31,789 2.29% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $490.3K | +1K +1.04% | 133,449 6.09% of portfolio | low |
| Q2 2026 as of | Add | 46429B663 Common stock | $489.6K | +18K +606.14% | 20,810 0.07% of portfolio | low |
| Q2 2026 as of | Trim | CRCL Circle Internet Group, Inc. Common Stock | $-475.9K | -8K -56.30% | 5,899 0.05% of portfolio | low |
| Q2 2026 as of | Trim | Warren E. Buffett Common stock | $-474.4K | -948 -9.77% | 8,753 0.56% of portfolio | low |
| Q2 2026 as of | Trim | Applied Materials Inc /De Common stock | $-440.3K | -609 -4.17% | 13,989 1.29% of portfolio | low |
| Q2 2026 as of | Exit | Crescent Energy Co Common stock | $-405.2K | -48K -100.00% | 0 | low |
| Q2 2026 as of | Trim | KKR & Co. Inc. Common stock | $-403.0K | -4K -12.19% | 31,623 0.37% of portfolio | low |
| Q2 2026 as of | Trim | 46438F101 Common stock | $-359.5K | -11K -43.30% | 14,144 0.06% of portfolio | low |
| Q2 2026 as of | New | Fortinet Inc Common stock | $322.6K | +2K | 2,100 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. Common stock | $-260.4K | -737 -1.68% | 43,133 1.95% of portfolio | low |
| Q2 2026 as of | Trim | 464287622 Common stock | $-216.6K | -529 -7.27% | 6,745 0.35% of portfolio | low |
| Q2 2026 as of | Add | Y8162K204 Common stock | $211.5K | +8K +7.52% | 121,072 0.39% of portfolio | low |
| Q2 2026 as of | New | Live Nation Entertainment Inc Common stock | $208.2K | +1K | 1,137 0.03% of portfolio | low |
| Q2 2026 as of | New | Emerson Electric Co Common stock | $207.6K | +1K | 1,450 0.03% of portfolio | low |