IFWM
CMG icon

Institute for Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Institute for 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 		$225K Sell
6,610
-75
-1% -$2.45K 0.02% 487
2026
Q1 		$214K Sell
6,685
-100
-1% -$3.7K 0.02% 513
2025
Q4 		$251K Sell
6,785
-469
-6% -$17K 0.03% 483
2025
Q3 		$284K Buy
7,254
+100
+1% +$4.5K 0.03% 464
2025
Q2 		$402K Hold
7,154
– – 0.04% 362
2025
Q1 		$359K Hold
7,154
– – 0.05% 372
2024
Q4 		$431K Hold
7,154
– – 0.05% 313
2024
Q3 		$412K Buy
7,154
+133
+2% +$7.36K 0.05% 340
2024
Q2 		$440K Buy
7,021
+21
+0.3% +$1.3K 0.06% 307
2024
Q1 		$408K Sell
7,000
-150
-2% -$7.67K 0.05% 321
2023
Q4 		$328K Sell
7,150
-100
-1% -$4.16K 0.05% 352
2023
Q3 		$266K Sell
7,250
-250
-3% -$9.75K 0.05% 372
2023
Q2 		$322K Sell
7,500
-400
-5% -$15.8K 0.05% 350
2023
Q1 		$271K Sell
7,900
-1,150
-13% -$36.1K 0.05% 377
2022
Q4 		$252K Sell
9,050
-150
-2% -$4.48K 0.05% 383
2022
Q3 		$277K Sell
9,200
-50
-0.5% -$1.55K 0.06% 353
2022
Q2 		$242K Hold
9,250
– – 0.05% 446
2022
Q1 		$293K Buy
9,250
+1,350
+17% +$40.7K 0.05% 432
2021
Q4 		$277K Buy
7,900
+300
+4% +$10.6K 0.05% 395
2021
Q3 		$277K Hold
7,600
– – 0.05% 394
2021
Q2 		$236K Sell
7,600
-500
-6% -$14.3K 0.04% 427
2021
Q1 		$231K Sell
8,100
-600
-7% -$17.4K 0.04% 412
2020
Q4 		$242K Sell
8,700
-1,800
-17% -$47.2K 0.05% 388
2020
Q3 		$262K Hold
10,500
– – 0.06% 342
2020
Q2 		$222K Buy
+10,500
New +$194K 0.05% 377

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

Institute for Wealth Management's CMG Position: Q2 2026 in Review

Institute for Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 1.1% in Q2 2026, selling an estimated $2.45K and leaving 6,610 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #487.

Institute for Wealth Management first reported a position in CMG in Q2 2020 and has held it in 25 quarters since. The position peaked at $440K in Q2 2024. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Institute for Wealth Management held 6,610 shares of Chipotle Mexican Grill worth $225K as of Q2 2026.
  • Institute for Wealth Management sold 75 Chipotle Mexican Grill shares in Q2 2026, an estimated $2.45K.
  • Chipotle Mexican Grill made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Institute for Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2020 and has held it in 25 quarters since.
  • Institute for Wealth Management's Chipotle Mexican Grill position peaked at $440K in Q2 2024.
  • 1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.