Cypress Wealth Services’s Chipotle Mexican Grill CMG Stock Holding History

Cypress Wealth Services’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 Q2	$212K	Sell	6,231 -987	-14%	-$32.2K	0.03%	405
2026 Q1	$231K	Sell	7,218 -399	-5%	-$14.8K	0.03%	352
2025 Q4	$282K	Buy	7,617 +1,996	+36%	+$72.2K	0.04%	315
2025 Q3	$220K	Sell	5,621 -80	-1%	-$3.6K	0.04%	310
2025 Q2	$320K	Buy	5,701 +336	+6%	+$17.1K	0.06%	222
2025 Q1	$269K	Buy	+5,365	New	+$292K	0.05%	231

Other funds holding CMG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cypress Wealth Services's CMG Position: Q2 2026 in Review

Cypress Wealth Services reduced its Chipotle Mexican Grill (CMG) stake by 14% in Q2 2026, selling an estimated $32.2K and leaving 6,231 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #405.

Cypress Wealth Services first reported a position in CMG in Q1 2025 and has held it in 6 quarters since. The position peaked at $320K in Q2 2025. 208 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Cypress Wealth Services held 6,231 shares of Chipotle Mexican Grill worth $212K as of Q2 2026.
Cypress Wealth Services sold 987 Chipotle Mexican Grill shares in Q2 2026, an estimated $32.2K.
Chipotle Mexican Grill made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #405 holding.
Cypress Wealth Services first reported a position in Chipotle Mexican Grill in Q1 2025 and has held it in 6 quarters since.
Cypress Wealth Services's Chipotle Mexican Grill position peaked at $320K in Q2 2025.
208 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.