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

AGH 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
Q1 		– Sell
-6,026
Closed -$223K – 124
2025
Q4 		$223K Buy
+6,026
New +$218K 0.17% 107

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

AGH Wealth Advisors's CMG Position: Q1 2026 in Review

AGH Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 6,026 shares — an estimated $223K sold.

AGH Wealth Advisors first reported a position in CMG in Q4 2025 and held it in 1 quarter. The position peaked at $223K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • AGH Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • AGH Wealth Advisors sold 6,026 Chipotle Mexican Grill shares in Q1 2026, an estimated $223K.
  • AGH Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2025 and held it in 1 quarter.
  • AGH Wealth Advisors's Chipotle Mexican Grill position peaked at $223K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.