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HB Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

HB 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
Q2 		$1.36M Sell
40,006
-2,435
-6% -$79.5K 0.01% 613
2026
Q1 		$1.36M Sell
42,441
-542
-1% -$20K 0.01% 551
2025
Q4 		$1.59M Buy
42,983
+5,847
+16% +$212K 0.01% 471
2025
Q3 		$1.46M Sell
37,136
-8,103
-18% -$365K 0.01% 503
2025
Q2 		$2.54M Sell
45,239
-6,062
-12% -$308K 0.02% 332
2025
Q1 		$2.58M Buy
51,301
+17,196
+50% +$935K 0.02% 330
2024
Q4 		$2.06M Buy
34,105
+3,085
+10% +$186K 0.02% 280
2024
Q3 		$1.79M Buy
31,020
+241
+0.8% +$13.3K 0.02% 296
2024
Q2 		$1.93M Buy
30,779
+4,129
+15% +$257K 0.02% 271
2024
Q1 		$1.55M Buy
26,650
+5,550
+26% +$284K 0.02% 290
2023
Q4 		$965K Buy
21,100
+500
+2% +$20.8K 0.01% 323
2023
Q3 		$755K Buy
20,600
+4,050
+24% +$158K 0.01% 344
2023
Q2 		$708K Sell
16,550
-950
-5% -$37.6K 0.01% 352
2023
Q1 		$598K Buy
17,500
+4,250
+32% +$134K 0.01% 377
2022
Q4 		$368K Buy
13,250
+1,750
+15% +$52.3K 0.01% 476
2022
Q3 		$346K Buy
+11,500
New +$356K 0.01% 409

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HB Wealth Management's CMG Position: Q2 2026 in Review

HB Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 5.7% in Q2 2026, selling an estimated $79.5K and leaving 40,006 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #613.

HB Wealth Management first reported a position in CMG in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.58M in Q1 2025. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • HB Wealth Management held 40,006 shares of Chipotle Mexican Grill worth $1.36M as of Q2 2026.
  • HB Wealth Management sold 2,435 Chipotle Mexican Grill shares in Q2 2026, an estimated $79.5K.
  • Chipotle Mexican Grill made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #613 holding.
  • HB Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2022 and has held it in 16 quarters since.
  • HB Wealth Management's Chipotle Mexican Grill position peaked at $2.58M in Q1 2025.
  • 1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.