CFM WEALTH PARTNERS LLC

Position in DELL — Dell Technologies Inc.

CIK 1801097 AUSTIN, TX

Position in DELL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,035,628

+$1,552,102 QoQ

Shares Held

4,718

+60.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#875

of 2,109 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CFM WEALTH PARTNERS LLC holds $2,992,868 across 2 Computer Hardware names. DELL ranks #1 (68.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DELL	Dell Technologies Inc. This page	4,718	$2,035,628
2	SNDK	Sandisk Corp	421	$957,240

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,035,628	4,718	+60.1%	Shares	Sole	2026-08-07
2026-03-31	$483,526	2,946	-4.4%	Shares	Sole	2026-04-21
2025-12-31	$387,710	3,080	0.0%	Shares	Sole	2026-01-27
2025-09-30	$436,651	3,080	0.0%	Shares	Sole	2025-11-03
2025-06-30	$377,608	3,080	-0.6%	Shares	Sole	2025-07-23
2025-03-31	$282,473	3,099	+10.7%	Shares	Sole	2025-04-25
2024-12-31	$322,556	2,799	0.0%	Shares	Sole	2025-01-24
2024-09-30	$331,793	2,799	-14.3%	Shares	Sole	2024-10-23
2024-06-30	$450,276	3,265	+16.2%	Shares	Sole	2024-07-18
2024-03-31	$320,763	2,811	0.0%	Shares	Sole	2024-04-15
2023-12-31	$215,041	2,811	-12.5%	Shares	Sole	2024-01-12
2021-09-30	$334,072	3,211	+14.2%	Shares	Sole	2021-10-25
2021-06-30	$280,172	2,811	-17.6%	Shares	Sole	2021-07-21
2021-03-31	$300,679	3,411	-1.9%	Shares	Sole	2021-05-17
2020-12-31	$254,902	3,478	0.0%	Shares	Sole	2021-02-10
2020-09-30	$235,426	3,478	-3.8%	Shares	Sole	2020-11-10
2020-06-30	$198,553	3,614	-4.2%	Shares	Sole	2020-08-14
2020-03-31	$149,261	3,774	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.