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Chapman Financial Group’s Chipotle Mexican Grill CMG Stock Holding History

Chapman Financial Group’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
2026
Q1 		$394K Hold
12,313
– – 0.28% 88
2025
Q4 		$456K Sell
12,313
-11,130
-47% -$403K 0.31% 85
2025
Q3 		$919K Buy
23,443
+4,052
+21% +$182K 0.64% 47
2025
Q2 		$1.09M Buy
+19,391
New +$987K 0.92% 35
2024
Q4 		$1.16M Buy
+19,279
New +$1.16M 0.93% 35

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chapman Financial Group's CMG Position: Q1 2026 in Review

Chapman Financial Group held its Chipotle Mexican Grill (CMG) position steady in Q1 2026 at 12,313 shares worth $394K. The position accounts for 0.28% of the portfolio, ranked #88.

Chapman Financial Group first reported a position in CMG in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.16M in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Chapman Financial Group held 12,313 shares of Chipotle Mexican Grill worth $394K as of Q1 2026.
  • Chapman Financial Group left its Chipotle Mexican Grill share count unchanged in Q1 2026.
  • Chipotle Mexican Grill made up 0.28% of Chapman Financial Group's portfolio in Q1 2026, its #88 holding.
  • Chapman Financial Group first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Chipotle Mexican Grill position peaked at $1.16M in Q4 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.