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

Evelyn Partners Investment 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 		$7.49M Sell
25,372
-1,905
-7% -$566K 0.2% 66
2025
Q4 		$7.45M Sell
27,277
-248
-0.9% -$67.4K 0.21% 68
2025
Q3 		$7.44M Buy
27,525
+120
+0.4% +$32.6K 0.21% 67
2025
Q2 		$7.55M Sell
27,405
-3,258
-11% -$886K 0.23% 64
2025
Q1 		$8.13M Buy
30,663
+1,649
+6% +$407K 0.27% 64
2024
Q4 		$6.74M Buy
+29,014
New +$6.67M 0.22% 67

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's CME Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its CME Group (CME) stake by 7% in Q1 2026, selling an estimated $566K and leaving 25,372 shares worth $7.49M. The position accounts for 0.2% of the portfolio, ranked #66.

Evelyn Partners Investment Management first reported a position in CME in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.13M in Q1 2025. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Evelyn Partners Investment Management held 25,372 shares of CME Group worth $7.49M as of Q1 2026.
  • Evelyn Partners Investment Management sold 1,905 CME Group shares in Q1 2026, an estimated $566K.
  • CME Group made up 0.2% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #66 holding.
  • Evelyn Partners Investment Management first reported a position in CME Group in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's CME Group position peaked at $8.13M in Q1 2025.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

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