Golden State Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Golden State Wealth 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
2026 Q1	$25.1K	Sell	784 -500	-39%	-$18.5K	﹤0.01%	864
2025 Q4	$47.5K	Sell	1,284 -77	-6%	-$2.79K	0.01%	703
2025 Q3	$53.3K	Hold	1,361	–	–	0.01%	657
2025 Q2	$76.4K	Buy	1,361 +197	+17%	+$10K	0.01%	551
2025 Q1	$58.4K	Sell	1,164 -4,992	-81%	-$271K	0.01%	562
2024 Q4	$371K	Buy	+6,156	New	+$371K	0.06%	239
2020 Q2	–	Sell	-600	Closed	-$8K	–	309
2020 Q1	$8K	Buy	+600	New	+$9.49K	﹤0.01%	651
2019 Q4	–	Sell	-500	Closed	-$8K	–	204
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	779
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	806
2019 Q1	$7K	Buy	+500	New	+$5.8K	﹤0.01%	832

Other funds holding CMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Golden State Wealth Management's CMG Position: Q1 2026 in Review

Golden State Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 39% in Q1 2026, selling an estimated $18.5K and leaving 784 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Golden State Wealth Management first reported a position in CMG in Q1 2019 and has held it in 10 quarters since. The position peaked at $371K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Golden State Wealth Management held 784 shares of Chipotle Mexican Grill worth $25.1K as of Q1 2026.
Golden State Wealth Management sold 500 Chipotle Mexican Grill shares in Q1 2026, an estimated $18.5K.
Chipotle Mexican Grill made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #864 holding.
Golden State Wealth Management first reported a position in Chipotle Mexican Grill in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Chipotle Mexican Grill position peaked at $371K in Q4 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.