IWM
CMG icon

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

IHT 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 		$416K Sell
12,231
-30,436
-71% -$994K 0.01% 899
2026
Q1 		$1.37M Sell
42,667
-10,351
-20% -$383K 0.03% 483
2025
Q4 		$1.96M Buy
53,018
+29,644
+127% +$1.07M 0.05% 347
2025
Q3 		$916K Buy
23,374
+3,515
+18% +$158K 0.02% 559
2025
Q2 		$1.12M Sell
19,859
-85
-0.4% -$4.32K 0.03% 467
2025
Q1 		$1M Buy
19,944
+354
+2% +$19.3K 0.03% 472
2024
Q4 		$1.18M Sell
19,590
-6,081
-24% -$366K 0.04% 402
2024
Q3 		$1.48M Buy
25,671
+11,627
+83% +$644K 0.04% 395
2024
Q2 		$880K Buy
14,044
+3,644
+35% +$226K 0.03% 467
2024
Q1 		$605K Sell
10,400
-350
-3% -$17.9K 0.02% 572
2023
Q4 		$492K Buy
10,750
+700
+7% +$29.1K 0.02% 608
2023
Q3 		$368K Buy
10,050
+2,000
+25% +$78K 0.02% 654
2023
Q2 		$344K Sell
8,050
-1,750
-18% -$69.2K 0.02% 673
2023
Q1 		$335K Buy
9,800
+1,400
+17% +$44K 0.02% 657
2022
Q4 		$233K Buy
8,400
+800
+11% +$23.9K 0.01% 762
2022
Q3 		$228K Buy
+7,600
New +$236K 0.02% 730
2018
Q2 		– Sell
-2,500
Closed -$16K – 586
2018
Q1 		$16K Sell
2,500
-1,000
-29% -$6.3K ﹤0.01% 1044
2017
Q4 		$22K Buy
3,500
+3,000
+600% +$17.9K 0.01% 956
2017
Q3 		$3K Sell
500
-1,000
-67% -$6.74K ﹤0.01% 1149
2017
Q2 		$521K Hold
1,500
– – 0.25% 99
2017
Q1 		$14K Hold
1,500
– – 0.01% 735
2016
Q4 		$11K Buy
+1,500
New +$11.8K 0.01% 771

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 $3.37T AUM 44.26% 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

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

IHT Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 71% in Q2 2026, selling an estimated $994K and leaving 12,231 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #899.

IHT Wealth Management first reported a position in CMG in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.96M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • IHT Wealth Management held 12,231 shares of Chipotle Mexican Grill worth $416K as of Q2 2026.
  • IHT Wealth Management sold 30,436 Chipotle Mexican Grill shares in Q2 2026, an estimated $994K.
  • Chipotle Mexican Grill made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #899 holding.
  • IHT Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2016 and has held it in 22 quarters since.
  • IHT Wealth Management's Chipotle Mexican Grill position peaked at $1.96M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.