Bogart Wealth LLC’s CME Group CME Stock Holding History

Bogart Wealth LLC’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	$17.4M	Buy	58,807 +1,435	+3%	+$426K	0.67%	27
2025 Q4	$15.7M	Sell	57,372 -162	-0.3%	-$44K	0.63%	28
2025 Q3	$15.5M	Sell	57,534 -1,135	-2%	-$309K	0.63%	28
2025 Q2	$16.2M	Buy	58,669 +1,042	+2%	+$283K	0.69%	27
2025 Q1	$15.3M	Sell	57,627 -7,083	-11%	-$1.75M	0.72%	23
2024 Q4	$15M	Sell	64,710 -546	-0.8%	-$126K	0.71%	25
2024 Q3	$14.4M	Buy	65,256 +6,330	+11%	+$1.31M	0.68%	29
2024 Q2	$11.6M	Buy	58,926 +660	+1%	+$136K	0.59%	33
2024 Q1	$12.5M	Buy	58,266 +19,075	+49%	+$4.01M	0.65%	27
2023 Q4	$8.25M	Buy	39,191 +8,717	+29%	+$1.86M	0.47%	50
2023 Q3	$6.1M	Buy	30,474 +500	+2%	+$99.4K	0.38%	65
2023 Q2	$5.55M	Buy	+29,974	New	+$5.54M	0.35%	74

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bogart Wealth LLC's CME Position: Q1 2026 in Review

Bogart Wealth LLC increased its CME Group (CME) stake by 2.5% in Q1 2026, buying an estimated $426K and bringing the position to 58,807 shares worth $17.4M. The position accounts for 0.67% of the portfolio, ranked #27.

Bogart Wealth LLC first reported a position in CME in Q2 2023 and has held it in 12 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Bogart Wealth LLC held 58,807 shares of CME Group worth $17.4M as of Q1 2026.
Bogart Wealth LLC bought 1,435 CME Group shares in Q1 2026, an estimated $426K.
CME Group made up 0.67% of Bogart Wealth LLC's portfolio in Q1 2026, its #27 holding.
Bogart Wealth LLC first reported a position in CME Group in Q2 2023 and has held it in 12 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.