Evermay Wealth Management’s CME Group CME Stock Holding History

Evermay 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	$85.7K	Hold	290	–	–	0.01%	270
2025 Q4	$79.2K	Hold	290	–	–	0.01%	278
2025 Q3	$78.4K	Sell	290 -110	-28%	-$29.9K	0.01%	292
2025 Q2	$110K	Buy	400 +50	+14%	+$13.6K	0.01%	254
2025 Q1	$92.9K	Hold	350	–	–	0.01%	269
2024 Q4	$81.3K	Hold	350	–	–	0.01%	275
2024 Q3	$77.2K	Sell	350 -36	-9%	-$7.45K	0.01%	295
2024 Q2	$75.9K	Hold	386	–	–	0.01%	302
2024 Q1	$83.1K	Sell	386 -3	-0.8%	-$630	0.01%	301
2023 Q4	$84K	Sell	389 -152	-28%	-$32.4K	0.02%	271
2023 Q3	$108K	Hold	541	–	–	0.02%	226
2023 Q2	$100K	Buy	541 +36	+7%	+$6.65K	0.02%	244
2023 Q1	$96.7K	Buy	505 +5	+1%	+$904	0.02%	241
2022 Q4	$84.1K	Sell	500 -50	-9%	-$8.69K	0.02%	240
2022 Q3	$97K	Hold	550	–	–	0.02%	220
2022 Q2	$113K	Buy	550 +40	+8%	+$8.48K	0.02%	209
2022 Q1	$121K	Hold	510	–	–	0.02%	237
2021 Q4	$117K	Hold	510	–	–	0.02%	216
2021 Q3	$99K	Hold	510	–	–	0.02%	216
2021 Q2	$108K	Buy	+510	New	+$108K	0.02%	217

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Evermay Wealth Management held its CME Group (CME) position steady in Q1 2026 at 290 shares worth $85.7K. The position accounts for 0.01% of the portfolio, ranked #270.

Evermay Wealth Management first reported a position in CME in Q2 2021 and has held it in 20 quarters since. The position peaked at $121K in Q1 2022. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Evermay Wealth Management held 290 shares of CME Group worth $85.7K as of Q1 2026.
Evermay Wealth Management left its CME Group share count unchanged in Q1 2026.
CME Group made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #270 holding.
Evermay Wealth Management first reported a position in CME Group in Q2 2021 and has held it in 20 quarters since.
Evermay Wealth Management's CME Group position peaked at $121K in Q1 2022.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.