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

Accredited 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
2025
Q2 		– Sell
-100
Closed -$5.02K – 375
2025
Q1 		$5.02K Hold
100
– – ﹤0.01% 298
2024
Q4 		$6.03K Buy
+100
New +$6.03K 0.01% 284

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Accredited Wealth Management's CMG Position: Q2 2025 in Review

Accredited Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q2 2025, closing a stake of 100 shares — an estimated $5.02K sold.

Accredited Wealth Management first reported a position in CMG in Q4 2024 and held it in 2 quarters. The position peaked at $6.03K in Q4 2024. 1,544 funds tracked by Wall St. Rank hold CMG as of Q2 2025.

  • Accredited Wealth Management reported no remaining Chipotle Mexican Grill position as of Q2 2025 after selling out during the quarter.
  • Accredited Wealth Management sold 100 Chipotle Mexican Grill shares in Q2 2025, an estimated $5.02K.
  • Accredited Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2024 and held it in 2 quarters.
  • Accredited Wealth Management's Chipotle Mexican Grill position peaked at $6.03K in Q4 2024.
  • 1,544 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2025.

Based on Accredited Wealth Management's 13F filing for Q2 2025, filed 12 Aug 2025.