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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
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 $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

Institute for Wealth Management's CMG Position: Q1 2026 in Review

Institute for Wealth Management reduced its Chipotle Mexican Grill (CMG) stake by 1.5% in Q1 2026, selling an estimated $3.7K and leaving 6,685 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #513.

Institute for Wealth Management first reported a position in CMG in Q2 2020 and has held it in 24 quarters since. The position peaked at $440K in Q2 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Institute for Wealth Management held 6,685 shares of Chipotle Mexican Grill worth $214K as of Q1 2026.
  • Institute for Wealth Management sold 100 Chipotle Mexican Grill shares in Q1 2026, an estimated $3.7K.
  • Chipotle Mexican Grill made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #513 holding.
  • Institute for Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2020 and has held it in 24 quarters since.
  • Institute for Wealth Management's Chipotle Mexican Grill position peaked at $440K in Q2 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.