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 | Add | Walt Disney Co Common stock | $385 | +4 +0.15% | 2,736 0.03% of portfolio | low |
| Q2 2026 as of | Add | Oracle Corp Common stock | $586 | +4 +0.29% | 1,396 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 922908769 Common stock | $-4.4K | -12 -1.70% | 693 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 464287739 Common stock | $-6.9K | -67 -1.29% | 5,118 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Plains All American Pipeline LP Common stock | $-11.0K | -495 -2.60% | 18,556 0.05% of portfolio | low |
| Q2 2026 as of | Trim | The Goldman Sachs Group, Inc. Common stock | $-11.1K | -11 -0.24% | 4,538 0.59% of portfolio | low |
| Q2 2026 as of | Trim | BlackRock, Inc. Common stock | $-11.5K | -12 -3.76% | 307 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Walmart Inc. Common stock | $-11.9K | -105 -0.19% | 56,586 0.82% of portfolio | low |
| Q2 2026 as of | Trim | Merck & Co., Inc. Common stock | $-12.9K | -100 -1.22% | 8,071 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 464287655 Common stock | $-13.8K | -46 -3.84% | 1,153 0.04% of portfolio | low |
| Q2 2026 as of | Trim | Union Pacific Corp Common stock | $-13.9K | -51 -1.07% | 4,712 0.16% of portfolio | low |
| Q2 2026 as of | Add | 78468R853 Common stock | $14.0K | +242 +0.40% | 60,421 0.44% of portfolio | low |
| Q2 2026 as of | Add | Morgan Stanley Common stock | $16.3K | +78 +0.52% | 14,963 0.40% of portfolio | low |
| Q2 2026 as of | Trim | 464287309 Common stock | $-16.5K | -120 -1.09% | 10,902 0.19% of portfolio | low |
| Q2 2026 as of | Trim | 46435G516 Common stock | $-18.0K | -175 -0.74% | 23,352 0.31% of portfolio | low |
| Q2 2026 as of | Trim | Simon Property Group Inc Common stock | $-18.1K | -81 -1.95% | 4,069 0.12% of portfolio | low |
| Q2 2026 as of | Trim | Qualcomm INC/DE Common stock | $-21.6K | -117 -2.91% | 3,905 0.09% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $24.7K | +434 +5.69% | 8,062 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 922908363 Common stock | $-34.3K | -50 -0.59% | 8,424 0.74% of portfolio | low |
| Q2 2026 as of | Trim | Quanta Services Inc Common stock | $-34.6K | -48 -1.13% | 4,202 0.39% of portfolio | low |
| Q2 2026 as of | Trim | HCA Healthcare, Inc. Common stock | $-35.9K | -92 -4.76% | 1,839 0.09% of portfolio | low |
| Q2 2026 as of | Trim | Abbott Laboratories Common stock | $-36.7K | -405 -8.19% | 4,538 0.05% of portfolio | low |
| Q2 2026 as of | Trim | TJX Cos Inc/The Common stock | $-40.9K | -270 -0.66% | 40,899 0.79% of portfolio | low |
| Q2 2026 as of | Add | 464288646 Common stock | $41.1K | +785 +9.47% | 9,070 0.06% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $41.6K | +251 +1.45% | 17,557 0.37% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $43.5K | +173 +0.66% | 26,216 0.84% of portfolio | low |
| Q2 2026 as of | Trim | Parker-Hannifin Corp Common stock | $-44.0K | -45 -8.29% | 498 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Costco Wholesale Corp /New Common stock | $-48.6K | -52 -0.41% | 12,546 1.50% of portfolio | low |
| Q2 2026 as of | Trim | Williams Cos Inc/The Common stock | $-50.2K | -675 -0.30% | 226,183 2.15% of portfolio | low |
| Q2 2026 as of | Trim | 06849F108 Common stock | $-55.1K | -2K -20.00% | 6,000 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Apollo Global Management, Inc. Common stock | $-55.6K | -470 -21.22% | 1,745 0.03% of portfolio | low |
| Q2 2026 as of | Trim | JPMorgan Chase & Co Common stock | $-55.6K | -170 -0.48% | 35,410 1.48% of portfolio | low |
| Q2 2026 as of | Trim | Newmont Corp Common stock | $-56.0K | -600 -17.14% | 2,900 0.03% of portfolio | low |
| Q2 2026 as of | Add | Citigroup Inc Common stock | $63.0K | +450 +11.65% | 4,313 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-66.0K | -483 -0.59% | 81,723 1.43% of portfolio | low |
| Q2 2026 as of | Trim | AT&T Inc. Common stock | $-70.8K | -3K -25.43% | 10,024 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Lowes Companies Inc Common stock | $-75.6K | -343 -15.36% | 1,890 0.05% of portfolio | low |
| Q2 2026 as of | Trim | EQT Corp Common stock | $-95.0K | -2K -7.54% | 21,904 0.15% of portfolio | low |
| Q2 2026 as of | Add | 464287168 Common stock | $97.5K | +624 +23.17% | 3,317 0.07% of portfolio | low |
| Q2 2026 as of | Trim | Starbucks Corp Common stock | $-100.4K | -982 -23.47% | 3,202 0.04% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $100.9K | +240 +5.03% | 5,007 0.27% of portfolio | low |
| Q2 2026 as of | Trim | Johnson & Johnson Common stock | $-103.1K | -406 -16.55% | 2,047 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 46434G863 Common stock | $-104.7K | -2K -28.77% | 4,739 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Verizon Communications Inc Common stock | $-106.6K | -3K -18.17% | 11,337 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-107.0K | -449 -0.42% | 106,285 3.23% of portfolio | low |
| Q2 2026 as of | Trim | Prosperity Bancshares Inc Common stock | $-109.5K | -1K -18.57% | 6,571 0.06% of portfolio | low |
| Q2 2026 as of | Trim | First Financial Bankshares Inc Common stock | $-116.6K | -3K -2.36% | 139,285 0.62% of portfolio | low |
| Q2 2026 as of | Add | 464287598 Common stock | $117.6K | +485 +1.33% | 36,980 1.14% of portfolio | low |
| Q2 2026 as of | Add | 74348A467 Common stock | $117.7K | +2K +97.40% | 4,248 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-126.4K | -4K -22.10% | 13,937 0.06% of portfolio | low |