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BSW Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

BSW Wealth Partners’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
-5,191
Closed -$291K – 331
2025
Q2 		$291K Sell
5,191
-949
-15% -$48.3K 0.04% 246
2025
Q1 		$308K Sell
6,140
-3,475
-36% -$189K 0.05% 228
2024
Q4 		$580K Buy
+9,615
New +$579K 0.09% 137
2024
Q3 		– Sell
-7,171
Closed -$397K – 309
2024
Q2 		$449K Buy
7,171
+271
+4% +$16.8K 0.07% 146
2024
Q1 		$401K Buy
+6,900
New +$353K 0.07% 167

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

BSW Wealth Partners's CMG Position: Q3 2025 in Review

BSW Wealth Partners sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 5,191 shares — an estimated $291K sold.

BSW Wealth Partners first reported a position in CMG in Q1 2024 and held it in 5 quarters. The position peaked at $580K in Q4 2024. 1,353 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

  • BSW Wealth Partners reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 5,191 Chipotle Mexican Grill shares in Q3 2025, an estimated $291K.
  • BSW Wealth Partners first reported a position in Chipotle Mexican Grill in Q1 2024 and held it in 5 quarters.
  • BSW Wealth Partners's Chipotle Mexican Grill position peaked at $580K in Q4 2024.
  • 1,353 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.