Aaron Wealth Advisors
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Aaron Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Aaron Wealth Advisors’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8,744
Closed -$297K – 699
2026
Q2 		$297K Sell
8,744
-1,877
-18% -$61.3K 0.02% 579
2026
Q1 		$340K Sell
10,621
-2,233
-17% -$82.6K 0.02% 514
2025
Q4 		$476K Buy
12,854
+5,727
+80% +$207K 0.03% 452
2025
Q3 		$279K Buy
7,127
+808
+13% +$36.4K 0.02% 541
2025
Q2 		$355K Sell
6,319
-1,305
-17% -$66.4K 0.04% 320
2025
Q1 		$383K Sell
7,624
-2,253
-23% -$123K 0.04% 274
2024
Q4 		$596K Buy
9,877
+174
+2% +$10.5K 0.07% 175
2024
Q3 		$559K Buy
9,703
+2,403
+33% +$133K 0.07% 181
2024
Q2 		$457K Buy
7,300
+1,700
+30% +$106K 0.06% 173
2024
Q1 		$326K Sell
5,600
-850
-13% -$43.5K 0.05% 206
2023
Q4 		$295K Buy
6,450
+250
+4% +$10.4K 0.05% 193
2023
Q3 		$227K Sell
6,200
-200
-3% -$7.8K 0.03% 229
2023
Q2 		$274K Buy
6,400
+250
+4% +$9.9K 0.04% 214
2023
Q1 		$210K Buy
+6,150
New +$193K 0.03% 238
2022
Q2 		– Sell
-4,050
Closed -$128K – 319
2022
Q1 		$128K Buy
+4,050
New +$122K 0.03% 235

Other funds holding CMG

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Aaron Wealth Advisors's CMG Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q3 2026, closing a stake of 8,744 shares — an estimated $297K sold.

Aaron Wealth Advisors first reported a position in CMG in Q1 2022 and held it in 15 quarters. The position peaked at $596K in Q4 2024. 772 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 8,744 Chipotle Mexican Grill shares in Q3 2026, an estimated $297K.
  • Aaron Wealth Advisors first reported a position in Chipotle Mexican Grill in Q1 2022 and held it in 15 quarters.
  • Aaron Wealth Advisors's Chipotle Mexican Grill position peaked at $596K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.