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CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

DELL holding history

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

DELL overviewAll 13F holders of DELLFull Q2 2026 holdings

Shares (Q2 2026)
4,718
Value
$2.04M
% of portfolio
0.3%
Quarters held
14
Since Q1 2021
Holdings of DELL by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,718$2.04M0.3%+1,772+60.1%AddedHolders
Q1 20262,946$483.5K0.1%−134−4.4%ReducedHolders
Q4 20253,080$387.7K0.1%00.0%UnchangedHolders
Q3 20253,080$436.7K0.1%00.0%UnchangedHolders
Q2 20253,080$377.6K0.1%−19−0.6%ReducedHolders
Q1 20253,099$282.5K<0.1%+300+10.7%AddedHolders
Q4 20242,799$322.6K0.1%00.0%UnchangedHolders
Q3 20242,799$331.8K0.1%−466−14.3%ReducedHolders
Q2 20243,265$450.3K0.1%+454+16.2%AddedHolders
Q1 20242,811$320.8K0.1%00.0%UnchangedHolders
Q4 20232,811$215.0K<0.1%+2,811NewHolders
Q4 20210$00.0%−3,211−100.0%Sold outHolders
Q3 20213,211$334.0K0.1%+400+14.2%AddedHolders
Q2 20212,811$280.0K0.1%−600−17.6%ReducedHolders
Q1 20213,411$301.0K0.1%––Holders

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