CWM, LLC

Position in GFS — GLOBALFOUNDRIES Inc.

CIK 1535847 OMAHA, NE

Position in GFS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,225,378

+$912,348 QoQ

Shares Held

72,513

+9.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Technology · as of Mar 31, 2026

CWM, LLC holds $1,116,560,067 across 57 Semiconductors names. GFS ranks #14 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	3,473,955	$605,857,752
2	AVGO	Broadcom Inc.	667,208	$206,507,548
3	MU	Micron Technology Inc	219,439	$74,135,271
4	AMD	Advanced Micro Devices Inc	235,276	$47,862,196
5	INTC	Intel Corp	816,092	$36,014,139
6	QCOM	Qualcomm Inc/De	188,469	$24,271,037
7	TXN	Texas Instruments Inc	115,262	$22,376,964
8	ARM	Arm Holdings PLC /Uk	131,727	$19,927,660

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,225,378	72,513	+9.5%	Shares	Sole	2026-05-14
2025-12-31	$2,313,030	66,238	+30.0%	Shares	Sole	2026-01-26
2025-09-30	$1,825,797	50,943	+973.6%	Shares	Sole	2025-10-15
2025-06-30	$181,259	4,745	+311.5%	Shares	Sole	2025-07-25
2025-03-31	$42,557	1,153	-44.7%	Shares	Sole	2025-05-01
2024-12-31	$89,424	2,084	+57.8%	Shares	Sole	2025-02-04
2024-09-30	$53,170	1,321	-1.3%	Shares	Sole	2024-10-08
2024-06-30	$67,699	1,339	+38.6%	Shares	Sole	2024-07-10
2024-03-31	$50,338	966	+6.4%	Shares	Sole	2024-04-05
2023-12-31	$55,024	908	-10.0%	Shares	Sole	2024-02-01
2023-09-30	$58,713	1,009	+3.9%	Shares	Sole	2023-10-11
2023-06-30	$62,707	971	-1.8%	Shares	Sole	2023-08-03
2023-03-31	$71,386	989	-3.5%	Shares	Sole	2023-05-01
2022-12-31	$55,237	1,025	+37.2%	Shares	Sole	2023-02-01
2022-09-30	$36,117	747	+35.1%	Shares	Sole	2022-10-27
2022-06-30	$22,308	553	+821.7%	Shares	Sole	2022-07-28
2021-12-31	$3,898	60	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.