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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
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% +$9.89K 0.04% 214
2023
Q1 		$210K Buy
+6,150
New +$193K 0.03% 238
2022
Q2 		– Sell
-6,407,200
Closed -$81K – 319
2022
Q1 		$81K Buy
+6,407,200
New +$193M ﹤0.01% 896

Other funds holding CMG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Aaron Wealth Advisors's CMG Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Chipotle Mexican Grill (CMG) stake by 18% in Q2 2026, selling an estimated $61.3K and leaving 8,744 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #579.

Aaron Wealth Advisors first reported a position in CMG in Q1 2022 and has held it in 15 quarters since. The position peaked at $596K in Q4 2024. 207 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Aaron Wealth Advisors held 8,744 shares of Chipotle Mexican Grill worth $297K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,877 Chipotle Mexican Grill shares in Q2 2026, an estimated $61.3K.
  • Chipotle Mexican Grill made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #579 holding.
  • Aaron Wealth Advisors first reported a position in Chipotle Mexican Grill in Q1 2022 and has held it in 15 quarters since.
  • Aaron Wealth Advisors's Chipotle Mexican Grill position peaked at $596K in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.