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 Q2	$30.9K	Sell	140 -150	-52%	-$41.5K	﹤0.01%	406
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Evermay Wealth Management reduced its CME Group (CME) stake by 52% in Q2 2026, selling an estimated $41.5K and leaving 140 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Evermay Wealth Management first reported a position in CME in Q2 2021 and has held it in 21 quarters since. The position peaked at $121K in Q1 2022. 1,704 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Evermay Wealth Management held 140 shares of CME Group worth $30.9K as of Q2 2026.
Evermay Wealth Management sold 150 CME Group shares in Q2 2026, an estimated $41.5K.
CME Group made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #406 holding.
Evermay Wealth Management first reported a position in CME Group in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's CME Group position peaked at $121K in Q1 2022.
1,704 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.