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Brass Tax Wealth Management’s CME Group CME Stock Holding History

Brass Tax Wealth Management’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
2025
Q3 		$210K Hold
776
– – 0.03% 234
2025
Q2 		$214K Hold
776
– – 0.04% 218
2025
Q1 		$206K Buy
+776
New +$191K 0.04% 212

Other funds holding CME

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Brass Tax Wealth Management's CME Position: Q3 2025 in Review

Brass Tax Wealth Management held its CME Group (CME) position steady in Q3 2025 at 776 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #234.

Brass Tax Wealth Management first reported a position in CME in Q1 2025 and has held it in 3 quarters since. The position peaked at $214K in Q2 2025. 1,651 funds tracked by Wall St. Rank hold CME as of Q3 2025.

  • Brass Tax Wealth Management held 776 shares of CME Group worth $210K as of Q3 2025.
  • Brass Tax Wealth Management left its CME Group share count unchanged in Q3 2025.
  • CME Group made up 0.03% of Brass Tax Wealth Management's portfolio in Q3 2025, its #234 holding.
  • Brass Tax Wealth Management first reported a position in CME Group in Q1 2025 and has held it in 3 quarters since.
  • Brass Tax Wealth Management's CME Group position peaked at $214K in Q2 2025.
  • 1,651 funds tracked by Wall St. Rank held CME Group as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.