HHM Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

HHM Wealth Advisors’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 Q4	–	Sell	-1,550	Closed	-$60.7K	–	857
2025 Q3	$60.7K	Hold	1,550	–	–	0.01%	347
2025 Q2	$87K	Sell	1,550 -50	-3%	-$2.54K	0.01%	294
2025 Q1	$80.3K	Hold	1,600	–	–	0.01%	291
2024 Q4	$96.5K	Buy	1,600 +50	+3%	+$3.01K	0.01%	268
2024 Q3	$89.3K	Hold	1,550	–	–	0.01%	264
2024 Q2	$97.1K	Hold	1,550	–	–	0.01%	248
2024 Q1	$90.1K	Hold	1,550	–	–	0.01%	221
2023 Q4	$70.9K	Hold	1,550	–	–	0.01%	243
2023 Q3	$56.8K	Hold	1,550	–	–	0.01%	261
2023 Q2	$66.3K	Hold	1,550	–	–	0.01%	251
2023 Q1	$53K	Hold	1,550	–	–	0.01%	268
2022 Q4	$43K	Hold	1,550	–	–	0.01%	262
2022 Q3	$47K	Hold	1,550	–	–	0.01%	245
2022 Q2	$41K	Sell	1,550 -150	-9%	-$4.18K	0.01%	305
2022 Q1	$54K	Hold	1,700	–	–	0.01%	295
2021 Q4	$59K	Hold	1,700	–	–	0.01%	284
2021 Q3	$62K	Hold	1,700	–	–	0.02%	269
2021 Q2	$53K	Buy	1,700 +150	+10%	+$4.28K	0.01%	288
2021 Q1	$44K	Hold	1,550	–	–	0.01%	294
2020 Q4	$43K	Buy	+1,550	New	+$40.7K	0.01%	278

Other funds holding CMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

HHM Wealth Advisors's CMG Position: Q4 2025 in Review

HHM Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 1,550 shares — an estimated $60.7K sold.

HHM Wealth Advisors first reported a position in CMG in Q4 2020 and held it in 20 quarters. The position peaked at $97.1K in Q2 2024. 1,340 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

HHM Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
HHM Wealth Advisors sold 1,550 Chipotle Mexican Grill shares in Q4 2025, an estimated $60.7K.
HHM Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2020 and held it in 20 quarters.
HHM Wealth Advisors's Chipotle Mexican Grill position peaked at $97.1K in Q2 2024.
1,340 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.