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Fulcrum Asset Management’s Chipotle Mexican Grill CMG Stock Holding History

Fulcrum Asset Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-79,515
Closed -$3.22M – 231
2025
Q1 		$3.22M Buy
+79,515
New +$4.32M 0.62% 44

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fulcrum Asset Management's CMG Position: Q1 2026 in Review

Fulcrum Asset Management increased its Chipotle Mexican Grill (CMG) stake by 47% in Q1 2026, buying an estimated $771K and bringing the position to 64,909 shares worth $2.02M. The position accounts for 0.31% of the portfolio, ranked #83.

Fulcrum Asset Management first reported a position in CMG in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.75M in Q2 2025. 1,245 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Fulcrum Asset Management held 64,909 shares of Chipotle Mexican Grill worth $2.02M as of Q1 2026.
  • Fulcrum Asset Management bought 20,849 Chipotle Mexican Grill shares in Q1 2026, an estimated $771K.
  • Chipotle Mexican Grill made up 0.31% of Fulcrum Asset Management's portfolio in Q1 2026, its #83 holding.
  • Fulcrum Asset Management first reported a position in Chipotle Mexican Grill in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Chipotle Mexican Grill position peaked at $3.75M in Q2 2025.
  • 1,245 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.