Abound Wealth Management
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Abound Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Abound Wealth Management’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 		$50.3K Buy
1,574
+142
+10% +$4.92K 0.01% 280
2026
Q2 		$48.7K Sell
1,432
-98
-6% -$3.2K 0.01% 241
2026
Q1 		$49K Sell
1,530
-114
-7% -$4.22K 0.01% 254
2025
Q4 		$60.8K Sell
1,644
-180
-10% -$6.51K 0.01% 206
2025
Q3 		$71.5K Sell
1,824
-320
-15% -$14.4K 0.02% 172
2025
Q2 		$120K Sell
2,144
-50
-2% -$2.54K 0.03% 109
2025
Q1 		$110K Sell
2,194
-8
-0.4% -$435 0.04% 101
2024
Q4 		$133K Sell
2,202
-43
-2% -$2.59K 0.04% 85
2024
Q3 		$129K Buy
2,245
+45
+2% +$2.49K 0.04% 86
2024
Q2 		$138K Buy
2,200
+50
+2% +$3.11K 0.05% 69
2024
Q1 		$125K Buy
2,150
+100
+5% +$5.11K 0.05% 82
2023
Q4 		$93.8K Buy
2,050
+50
+3% +$2.08K 0.04% 95
2023
Q3 		$73.3K Hold
2,000
– – 0.03% 100
2023
Q2 		$85.6K Buy
2,000
+50
+3% +$1.98K 0.04% 89
2023
Q1 		$66.6K Hold
1,950
– – 0.03% 103
2022
Q4 		$54.1K Buy
1,950
+100
+5% +$2.99K 0.03% 110
2022
Q3 		$55.6K Buy
+1,850
New +$57.3K 0.03% 102

Other funds holding CMG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Abound Wealth Management's CMG Position: Q3 2026 in Review

Abound Wealth Management increased its Chipotle Mexican Grill (CMG) stake by 9.9% in Q3 2026, buying an estimated $4.92K and bringing the position to 1,574 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #280.

Abound Wealth Management first reported a position in CMG in Q3 2022 and has held it in 17 quarters since. The position peaked at $138K in Q2 2024. 997 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • Abound Wealth Management held 1,574 shares of Chipotle Mexican Grill worth $50.3K as of Q3 2026.
  • Abound Wealth Management bought 142 Chipotle Mexican Grill shares in Q3 2026, an estimated $4.92K.
  • Chipotle Mexican Grill made up 0.01% of Abound Wealth Management's portfolio in Q3 2026, its #280 holding.
  • Abound Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2022 and has held it in 17 quarters since.
  • Abound Wealth Management's Chipotle Mexican Grill position peaked at $138K in Q2 2024.
  • 997 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.