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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

HB Wealth Management's CMG Position: Q1 2026 in Review

HB Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 1.3% in Q1 2026, selling an estimated $20K and leaving 42,441 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #551.

HB Wealth Management first reported a position in CMG in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.58M in Q1 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • HB Wealth Management held 42,441 shares of Chipotle Mexican Grill worth $1.36M as of Q1 2026.
  • HB Wealth Management sold 542 Chipotle Mexican Grill shares in Q1 2026, an estimated $20K.
  • Chipotle Mexican Grill made up 0.01% of HB Wealth Management's portfolio in Q1 2026, its #551 holding.
  • HB Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Chipotle Mexican Grill position peaked at $2.58M in Q1 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.