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Endowment Wealth Management’s CME Group CME Stock Holding History

Endowment Wealth Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$263K Sell
890
-5
-0.6% -$1.49K 0.12% 127
2025
Q4 		$244K Buy
895
+38
+4% +$10.3K 0.11% 131
2025
Q3 		$232K Buy
+857
New +$233K 0.11% 132

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Endowment Wealth Management's CME Position: Q1 2026 in Review

Endowment Wealth Management reduced its CME Group (CME) stake by 0.56% in Q1 2026, selling an estimated $1.49K and leaving 890 shares worth $263K. The position accounts for 0.12% of the portfolio, ranked #127.

Endowment Wealth Management first reported a position in CME in Q3 2025 and has held it in 3 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Endowment Wealth Management held 890 shares of CME Group worth $263K as of Q1 2026.
  • Endowment Wealth Management sold 5 CME Group shares in Q1 2026, an estimated $1.49K.
  • CME Group made up 0.12% of Endowment Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Endowment Wealth Management first reported a position in CME Group in Q3 2025 and has held it in 3 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.