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CMH Wealth Management’s Enterprise Products Partners EPD Stock Holding History

CMH Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.46M Sell
39,586
-7,474
-16% -$282K 0.22% 73
2026
Q1 		$1.78M Buy
+47,060
New +$1.67M 0.31% 66

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

CMH Wealth Management's EPD Position: Q2 2026 in Review

CMH Wealth Management reduced its Enterprise Products Partners (EPD) stake by 16% in Q2 2026, selling an estimated $282K and leaving 39,586 shares worth $1.46M. The position accounts for 0.22% of the portfolio, ranked #73.

CMH Wealth Management first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • CMH Wealth Management held 39,586 shares of Enterprise Products Partners worth $1.46M as of Q2 2026.
  • CMH Wealth Management sold 7,474 Enterprise Products Partners shares in Q2 2026, an estimated $282K.
  • Enterprise Products Partners made up 0.22% of CMH Wealth Management's portfolio in Q2 2026, its #73 holding.
  • CMH Wealth Management first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's Enterprise Products Partners position peaked at $1.78M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.