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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
2024
Q4 		– Sell
-9,156
Closed -$528K – 315
2024
Q3 		$528K Buy
+9,156
New +$507K 0.08% 143

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Geode Capital Management
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AllianceBernstein
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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.