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Berry Wealth Group’s CME Group CME Stock Holding History

Berry Wealth Group’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$311K Sell
1,052
-141
-12% -$41.9K 1.16% 21
2025
Q4 		$326K Sell
1,193
-160
-12% -$43.5K 1.14% 20
2025
Q3 		$366K Sell
1,353
-12,369
-90% -$3.37M 1.19% 20
2025
Q2 		$3.78M Buy
13,722
+161
+1% +$43.8K 2.65% 11
2025
Q1 		$3.6M Buy
13,561
+49
+0.4% +$12.1K 2.81% 11
2024
Q4 		$3.14M Buy
13,512
+33
+0.2% +$7.59K 2.26% 13
2024
Q3 		$2.97M Sell
13,479
-194
-1% -$40.1K 2.13% 15
2024
Q2 		$2.69M Sell
13,673
-46
-0.3% -$9.5K 2.15% 14
2024
Q1 		$2.95M Sell
13,719
-2,315
-14% -$486K 2.45% 13
2023
Q4 		$3.38M Buy
+16,034
New +$3.42M 3.11% 14

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berry Wealth Group's CME Position: Q1 2026 in Review

Berry Wealth Group reduced its CME Group (CME) stake by 12% in Q1 2026, selling an estimated $41.9K and leaving 1,052 shares worth $311K. The position accounts for 1.16% of the portfolio, ranked #21.

Berry Wealth Group first reported a position in CME in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.78M in Q2 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Berry Wealth Group held 1,052 shares of CME Group worth $311K as of Q1 2026.
  • Berry Wealth Group sold 141 CME Group shares in Q1 2026, an estimated $41.9K.
  • CME Group made up 1.16% of Berry Wealth Group's portfolio in Q1 2026, its #21 holding.
  • Berry Wealth Group first reported a position in CME Group in Q4 2023 and has held it in 10 quarters since.
  • Berry Wealth Group's CME Group position peaked at $3.78M in Q2 2025.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

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