EWM
CME icon

Evercore Wealth Management’s CME Group CME Stock Holding History

Evercore 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
Q2 		$477K Hold
2,160
– – 0.01% 288
2026
Q1 		$638K Hold
2,160
– – 0.01% 252
2025
Q4 		$590K Sell
2,160
-17
-0.8% -$4.62K 0.01% 266
2025
Q3 		$588K Hold
2,177
– – 0.01% 267
2025
Q2 		$600K Buy
2,177
+500
+30% +$136K 0.01% 261
2025
Q1 		$445K Sell
1,677
-215
-11% -$53K 0.01% 286
2024
Q4 		$439K Hold
1,892
– – 0.01% 296
2024
Q3 		$417K Sell
1,892
-200
-10% -$41.4K 0.01% 294
2024
Q2 		$411K Sell
2,092
-24
-1% -$4.96K 0.01% 297
2024
Q1 		$456K Sell
2,116
-64
-3% -$13.4K 0.01% 292
2023
Q4 		$459K Sell
2,180
-94
-4% -$20.1K 0.01% 292
2023
Q3 		$455K Sell
2,274
-246
-10% -$48.9K 0.01% 283
2023
Q2 		$467K Sell
2,520
-23
-0.9% -$4.25K 0.01% 289
2023
Q1 		$487K Sell
2,543
-3
-0.1% -$542 0.01% 278
2022
Q4 		$428K Buy
2,546
+36
+1% +$6.26K 0.01% 284
2022
Q3 		$445K Sell
2,510
-1,201
-32% -$237K 0.01% 267
2022
Q2 		$760K Hold
3,711
– – 0.02% 228
2022
Q1 		$883K Buy
3,711
+698
+23% +$164K 0.02% 238
2021
Q4 		$688K Hold
3,013
– – 0.01% 258
2021
Q3 		$583K Hold
3,013
– – 0.01% 271
2021
Q2 		$641K Sell
3,013
-109
-3% -$23K 0.01% 267
2021
Q1 		$638K Hold
3,122
– – 0.01% 266
2020
Q4 		$568K Buy
3,122
+125
+4% +$21.3K 0.01% 273
2020
Q3 		$501K Buy
2,997
+58
+2% +$9.77K 0.01% 264
2020
Q2 		$478K Sell
2,939
-136
-4% -$24.4K 0.01% 265
2020
Q1 		$532K Sell
3,075
-19
-0.6% -$3.78K 0.02% 236
2019
Q4 		$621K Buy
3,094
+11
+0.4% +$2.26K 0.02% 254
2019
Q3 		$652K Sell
3,083
-102
-3% -$21.3K 0.02% 248
2019
Q2 		$618K Sell
3,185
-24
-0.7% -$4.42K 0.02% 256
2019
Q1 		$528K Sell
3,209
-506
-14% -$89.5K 0.02% 263
2018
Q4 		$699K Buy
3,715
+31
+0.8% +$5.72K 0.03% 215
2018
Q3 		$627K Sell
3,684
-789
-18% -$133K 0.02% 252
2018
Q2 		$733K Buy
4,473
+11
+0.2% +$1.8K 0.03% 228
2018
Q1 		$722K Sell
4,462
-675
-13% -$107K 0.03% 209
2017
Q4 		$750K Hold
5,137
– – 0.03% 213
2017
Q3 		$697K Hold
5,137
– – 0.03% 214
2017
Q2 		$644K Sell
5,137
-317
-6% -$37.9K 0.02% 225
2017
Q1 		$648K Buy
5,454
+3,060
+128% +$368K 0.03% 228
2016
Q4 		$277K Buy
2,394
+179
+8% +$19.9K 0.01% 320
2016
Q3 		$232K Sell
2,215
-55
-2% -$5.74K 0.01% 347
2016
Q2 		$221K Buy
2,270
+370
+19% +$35K 0.01% 345
2016
Q1 		$182K Sell
1,900
-1,000
-34% -$91K 0.01% 375
2015
Q4 		$263K Sell
2,900
-660
-19% -$62.1K 0.01% 326
2015
Q3 		$330K Buy
3,560
+50
+1% +$4.75K 0.02% 313
2015
Q2 		$328K Buy
3,510
+2,795
+391% +$261K 0.01% 338
2015
Q1 		$68K Buy
715
+155
+28% +$14.4K ﹤0.01% 591
2014
Q4 		$49K Hold
560
– – ﹤0.01% 553
2014
Q3 		$45K Hold
560
– – ﹤0.01% 625
2014
Q2 		$39K Sell
560
-400
-42% -$28.2K ﹤0.01% 644
2014
Q1 		$71K Buy
960
+900
+1,500% +$67.9K ﹤0.01% 536
2013
Q4 		$5K Sell
60
-124
-67% -$9.71K ﹤0.01% 799
2013
Q3 		$13K Buy
184
+124
+207% +$9.14K ﹤0.01% 731
2013
Q2 		$5K Buy
+60
New +$3.94K ﹤0.01% 760

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Evercore Wealth Management's CME Position: Q2 2026 in Review

Evercore Wealth Management held its CME Group (CME) position steady in Q2 2026 at 2,160 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #288.

Evercore Wealth Management first reported a position in CME in Q2 2013 and has held it in 53 quarters since. The position peaked at $883K in Q1 2022. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Evercore Wealth Management held 2,160 shares of CME Group worth $477K as of Q2 2026.
  • Evercore Wealth Management left its CME Group share count unchanged in Q2 2026.
  • CME Group made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Evercore Wealth Management first reported a position in CME Group in Q2 2013 and has held it in 53 quarters since.
  • Evercore Wealth Management's CME Group position peaked at $883K in Q1 2022.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.