Clifford Swan Investment Counsel’s CME Group CME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $347K | Sell |
1,571
-49
| -3% | -$13.6K | 0.01% | 265 |
|
|
2026
Q1 | $478K | Hold |
1,620
| – | – | 0.02% | 217 |
|
|
2025
Q4 | $442K | Hold |
1,620
| – | – | 0.01% | 233 |
|
|
2025
Q3 | $438K | Buy |
1,620
+34
| +2% | +$9.25K | 0.01% | 233 |
|
|
2025
Q2 | $437K | Buy |
1,586
+2
| +0.1% | +$544 | 0.02% | 232 |
|
|
2025
Q1 | $420K | Hold |
1,584
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $368K | Sell |
1,584
-67
| -4% | -$15.4K | 0.01% | 245 |
|
|
2024
Q3 | $364K | Buy |
1,651
+13
| +0.8% | +$2.69K | 0.01% | 254 |
|
|
2024
Q2 | $322K | Sell |
1,638
-17
| -1% | -$3.51K | 0.01% | 257 |
|
|
2024
Q1 | $356K | Hold |
1,655
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $349K | Sell |
1,655
-120
| -7% | -$25.6K | 0.01% | 247 |
|
|
2023
Q3 | $355K | Hold |
1,775
| – | – | 0.01% | 243 |
|
|
2023
Q2 | $329K | Hold |
1,775
| – | – | 0.01% | 249 |
|
|
2023
Q1 | $340K | Sell |
1,775
-100
| -5% | -$18.1K | 0.01% | 244 |
|
|
2022
Q4 | $315K | Hold |
1,875
| – | – | 0.01% | 250 |
|
|
2022
Q3 | $332K | Sell |
1,875
-97
| -5% | -$19.2K | 0.02% | 246 |
|
|
2022
Q2 | $404K | Sell |
1,972
-6
| -0.3% | -$1.27K | 0.02% | 241 |
|
|
2022
Q1 | $470K | Sell |
1,978
-34
| -2% | -$7.99K | 0.02% | 238 |
|
|
2021
Q4 | $460K | Sell |
2,012
-51
| -2% | -$11.2K | 0.02% | 246 |
|
|
2021
Q3 | $450K | Hold |
2,063
| – | – | 0.02% | 244 |
|
|
2021
Q2 | $430K | Hold |
2,063
| – | – | 0.02% | 239 |
|
|
2021
Q1 | $421K | Hold |
2,063
| – | – | 0.02% | 237 |
|
|
2020
Q4 | $376K | Hold |
2,063
| – | – | 0.02% | 248 |
|
|
2020
Q3 | $345K | Sell |
2,063
-197
| -9% | -$33.2K | 0.02% | 244 |
|
|
2020
Q2 | $367K | Sell |
2,260
-350
| -13% | -$62.7K | 0.02% | 234 |
|
|
2020
Q1 | $451K | Sell |
2,610
-221
| -8% | -$44K | 0.03% | 205 |
|
|
2019
Q4 | $568K | Hold |
2,831
| – | – | 0.03% | 203 |
|
|
2019
Q3 | $598K | Hold |
2,831
| – | – | 0.03% | 191 |
|
|
2019
Q2 | $550K | Sell |
2,831
-30
| -1% | -$5.53K | 0.03% | 199 |
|
|
2019
Q1 | $471K | Sell |
2,861
-300
| -9% | -$53K | 0.03% | 214 |
|
|
2018
Q4 | $595K | Sell |
3,161
-36
| -1% | -$6.65K | 0.04% | 187 |
|
|
2018
Q3 | $544K | Hold |
3,197
| – | – | 0.03% | 202 |
|
|
2018
Q2 | $524K | Hold |
3,197
| – | – | 0.03% | 202 |
|
|
2018
Q1 | $517K | Sell |
3,197
-278
| -8% | -$44.3K | 0.03% | 202 |
|
|
2017
Q4 | $508K | Hold |
3,475
| – | – | 0.03% | 207 |
|
|
2017
Q3 | $471K | Sell |
3,475
-235
| -6% | -$29.7K | 0.03% | 212 |
|
|
2017
Q2 | $465K | Hold |
3,710
| – | – | 0.03% | 220 |
|
|
2017
Q1 | $441K | Hold |
3,710
| – | – | 0.03% | 211 |
|
|
2016
Q4 | $428K | Hold |
3,710
| – | – | 0.03% | 209 |
|
|
2016
Q3 | $388K | Buy |
+3,710
| New | +$387K | 0.03% | 213 |
|
Other funds holding CME
Clifford Swan Investment Counsel's CME Position: Q2 2026 in Review
Clifford Swan Investment Counsel reduced its CME Group (CME) stake by 3% in Q2 2026, selling an estimated $13.6K and leaving 1,571 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #265.
Clifford Swan Investment Counsel first reported a position in CME in Q3 2016 and has held it in 40 quarters since. The position peaked at $598K in Q3 2019. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.
- Clifford Swan Investment Counsel held 1,571 shares of CME Group worth $347K as of Q2 2026.
- Clifford Swan Investment Counsel sold 49 CME Group shares in Q2 2026, an estimated $13.6K.
- CME Group made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #265 holding.
- Clifford Swan Investment Counsel first reported a position in CME Group in Q3 2016 and has held it in 40 quarters since.
- Clifford Swan Investment Counsel's CME Group position peaked at $598K in Q3 2019.
- 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.
Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.