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

Accurate 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 Q2	–	Sell	-37,469	Closed	-$1.28M	–	584
2026 Q1	$1.28M	Sell	37,469 -16,123	-30%	-$596K	0.15%	150
2025 Q4	$2.15M	Buy	53,592 +15,093	+39%	+$546K	0.27%	84
2025 Q3	$1.62M	Buy	+38,499	New	+$1.73M	0.22%	114
2024 Q4	–	Sell	-46,651	Closed	-$2.79M	–	381
2024 Q3	$2.79M	Buy	+46,651	New	+$2.58M	0.56%	51
2023 Q1	–	Sell	-350	Closed	-$10.2K	–	469
2022 Q4	$10.2K	Buy	+350	New	+$10.5K	﹤0.01%	855

Other funds holding CMG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Accurate Wealth Management's CMG Position: Q2 2026 in Review

Accurate Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 37,469 shares — an estimated $1.28M sold.

Accurate Wealth Management first reported a position in CMG in Q4 2022 and held it in 5 quarters. The position peaked at $2.79M in Q3 2024. 180 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Accurate Wealth Management reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
Accurate Wealth Management sold 37,469 Chipotle Mexican Grill shares in Q2 2026, an estimated $1.28M.
Accurate Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2022 and held it in 5 quarters.
Accurate Wealth Management's Chipotle Mexican Grill position peaked at $2.79M in Q3 2024.
180 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.