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Evelyn Partners Investment Management Services’s CME Group CME Stock Holding History

Evelyn Partners Investment Management Services’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 		$5.29M Buy
17,910
+459
+3% +$136K 0.62% 42
2025
Q4 		$4.77M Buy
17,451
+10,126
+138% +$2.75M 0.6% 46
2025
Q3 		$1.98M Buy
7,325
+5,047
+222% +$1.37M 0.27% 61
2025
Q2 		$628K Buy
2,278
+167
+8% +$45.4K 0.09% 93
2025
Q1 		$560K Buy
2,111
+12
+0.6% +$2.96K 0.09% 93
2024
Q4 		$487K Buy
+2,099
New +$483K 0.09% 93

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

Evelyn Partners Investment Management Services's CME Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its CME Group (CME) stake by 2.6% in Q1 2026, buying an estimated $136K and bringing the position to 17,910 shares worth $5.29M. The position accounts for 0.62% of the portfolio, ranked #42.

Evelyn Partners Investment Management Services first reported a position in CME in Q4 2024 and has held it in 6 quarters since. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Evelyn Partners Investment Management Services held 17,910 shares of CME Group worth $5.29M as of Q1 2026.
  • Evelyn Partners Investment Management Services bought 459 CME Group shares in Q1 2026, an estimated $136K.
  • CME Group made up 0.62% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #42 holding.
  • Evelyn Partners Investment Management Services first reported a position in CME Group in Q4 2024 and has held it in 6 quarters since.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.