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

Beam 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 Q2	–	Sell	-10,143	Closed	-$325K	–	119
2026 Q1	$325K	Sell	10,143 -98	-1%	-$3.62K	0.08%	101
2025 Q4	$379K	Sell	10,241 -956	-9%	-$34.6K	0.1%	97
2025 Q3	$439K	Sell	11,197 -2,044	-15%	-$92K	0.12%	97
2025 Q2	$743K	Sell	13,241 -4,736	-26%	-$241K	0.22%	82
2025 Q1	$903K	Sell	17,977 -10,799	-38%	-$587K	0.3%	67
2024 Q4	$1.74M	Buy	28,776 +3,727	+15%	+$225K	0.55%	45
2024 Q3	$1.44M	Sell	25,049 -1,136	-4%	-$62.9K	0.44%	48
2024 Q2	$1.64M	Buy	+26,185	New	+$1.63M	0.55%	42

Other funds holding CMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Beam Wealth Advisors's CMG Position: Q2 2026 in Review

Beam Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 10,143 shares — an estimated $325K sold.

Beam Wealth Advisors first reported a position in CMG in Q2 2024 and held it in 8 quarters. The position peaked at $1.74M in Q4 2024. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Beam Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
Beam Wealth Advisors sold 10,143 Chipotle Mexican Grill shares in Q2 2026, an estimated $325K.
Beam Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2024 and held it in 8 quarters.
Beam Wealth Advisors's Chipotle Mexican Grill position peaked at $1.74M in Q4 2024.
1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.