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

Axxcess 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
Q3 		– Sell
-17,351
Closed -$974K – 931
2025
Q2 		$974K Buy
17,351
+4,657
+37% +$237K 0.02% 431
2025
Q1 		$637K Sell
12,694
-9,763
-43% -$531K 0.02% 494
2024
Q4 		$1.35M Buy
22,457
+3,888
+21% +$234K 0.03% 347
2024
Q3 		$1.07M Sell
18,569
-3,031
-14% -$168K 0.03% 381
2024
Q2 		$1.35M Buy
21,600
+11,300
+110% +$702K 0.04% 324
2024
Q1 		$599K Sell
10,300
-4,800
-32% -$245K 0.02% 497
2023
Q4 		$691K Buy
15,100
+4,700
+45% +$196K 0.02% 435
2023
Q3 		$381K Sell
10,400
-5,150
-33% -$201K 0.01% 538
2023
Q2 		$665K Buy
15,550
+350
+2% +$13.8K 0.05% 288
2023
Q1 		$519K Buy
15,200
+5,800
+62% +$182K 0.04% 367
2022
Q4 		$261K Sell
9,400
-700
-7% -$20.9K 0.02% 485
2022
Q3 		$304K Buy
+10,100
New +$313K 0.03% 399

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Axxcess Wealth Management's CMG Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 17,351 shares — an estimated $974K sold.

Axxcess Wealth Management first reported a position in CMG in Q3 2022 and held it in 12 quarters. The position peaked at $1.35M in Q4 2024. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 17,351 Chipotle Mexican Grill shares in Q3 2025, an estimated $974K.
  • Axxcess Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2022 and held it in 12 quarters.
  • Axxcess Wealth Management's Chipotle Mexican Grill position peaked at $1.35M in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.