JFS Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.4K | Sell |
454
-594
| -57% | -$19.4K | ﹤0.01% | 841 |
|
|
2026
Q1 | $33.5K | Sell |
1,048
-84
| -7% | -$3.11K | ﹤0.01% | 604 |
|
|
2025
Q4 | $41.9K | Sell |
1,132
-1,733
| -60% | -$62.7K | ﹤0.01% | 573 |
|
|
2025
Q3 | $112K | Buy |
2,865
+2,487
| +658% | +$112K | 0.01% | 397 |
|
|
2025
Q2 | $21.2K | Buy |
378
+21
| +6% | +$1.07K | ﹤0.01% | 644 |
|
|
2025
Q1 | $17.9K | Sell |
357
-2
| -0.6% | -$109 | ﹤0.01% | 690 |
|
|
2024
Q4 | $21.6K | Hold |
359
| – | – | ﹤0.01% | 621 |
|
|
2024
Q3 | $20.7K | Buy |
359
+9
| +3% | +$498 | ﹤0.01% | 633 |
|
|
2024
Q2 | $21.9K | Sell |
350
-350
| -50% | -$21.7K | ﹤0.01% | 584 |
|
|
2024
Q1 | $40.7K | Buy |
700
+350
| +100% | +$17.9K | ﹤0.01% | 471 |
|
|
2023
Q4 | $16K | Hold |
350
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $12.8K | Hold |
350
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $15K | Buy |
350
+50
| +17% | +$1.98K | ﹤0.01% | 605 |
|
|
2023
Q1 | $10.3K | Hold |
300
| – | – | ﹤0.01% | 712 |
|
|
2022
Q4 | $8.32K | Sell |
300
-100
| -25% | -$2.99K | ﹤0.01% | 778 |
|
|
2022
Q3 | $12K | Buy |
400
+350
| +700% | +$10.8K | ﹤0.01% | 670 |
|
|
2022
Q2 | $1K | Sell |
50
-250
| -83% | -$6.96K | ﹤0.01% | 1487 |
|
|
2022
Q1 | $9K | Buy |
300
+200
| +200% | +$6.02K | ﹤0.01% | 812 |
|
|
2021
Q4 | $3K | Sell |
100
-150
| -60% | -$5.28K | ﹤0.01% | 923 |
|
|
2021
Q3 | $9K | Buy |
250
+150
| +150% | +$5.46K | ﹤0.01% | 652 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 524 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 507 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 481 |
|
|
2020
Q1 | $1K | Sell |
100
-100
| -50% | -$1.58K | ﹤0.01% | 466 |
|
|
2019
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $3K | Buy |
+200
| New | +$3.19K | ﹤0.01% | 427 |
|
|
2015
Q3 | – | Sell |
-300
| Closed | -$4K | – | 492 |
|
|
2015
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2015
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 426 |
|
|
2014
Q4 | $4K | Buy |
300
+50
| +20% | +$654 | ﹤0.01% | 445 |
|
|
2014
Q3 | $3K | Sell |
250
-50
| -17% | -$655 | ﹤0.01% | 408 |
|
|
2014
Q2 | $4K | Buy |
+300
| New | +$3.25K | ﹤0.01% | 388 |
|
Other funds holding CMG
JFS Wealth Advisors's CMG Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Chipotle Mexican Grill (CMG) stake by 57% in Q2 2026, selling an estimated $19.4K and leaving 454 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #841.
JFS Wealth Advisors first reported a position in CMG in Q2 2014 and has held it in 33 quarters since. The position peaked at $112K in Q3 2025. 1,194 funds tracked by Wall St. Rank hold CMG as of Q2 2026.
- JFS Wealth Advisors held 454 shares of Chipotle Mexican Grill worth $15.4K as of Q2 2026.
- JFS Wealth Advisors sold 594 Chipotle Mexican Grill shares in Q2 2026, an estimated $19.4K.
- Chipotle Mexican Grill made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #841 holding.
- JFS Wealth Advisors first reported a position in Chipotle Mexican Grill in Q2 2014 and has held it in 33 quarters since.
- JFS Wealth Advisors's Chipotle Mexican Grill position peaked at $112K in Q3 2025.
- 1,194 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.