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Lake Hills Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Lake Hills 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
2025
Q3 		– Sell
-9,268
Closed -$520K – 51
2025
Q2 		$520K Buy
9,268
+85
+0.9% +$4.32K 0.3% 34
2025
Q1 		$461K Buy
+9,183
New +$499K 0.32% 26

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lake Hills Wealth Management's CMG Position: Q3 2025 in Review

Lake Hills Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q3 2025, closing a stake of 9,268 shares — an estimated $520K sold.

Lake Hills Wealth Management first reported a position in CMG in Q1 2025 and held it in 2 quarters. The position peaked at $520K in Q2 2025. 1,356 funds tracked by Wall St. Rank hold CMG as of Q3 2025.

  • Lake Hills Wealth Management reported no remaining Chipotle Mexican Grill position as of Q3 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 9,268 Chipotle Mexican Grill shares in Q3 2025, an estimated $520K.
  • Lake Hills Wealth Management first reported a position in Chipotle Mexican Grill in Q1 2025 and held it in 2 quarters.
  • Lake Hills Wealth Management's Chipotle Mexican Grill position peaked at $520K in Q2 2025.
  • 1,356 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2025.

Based on Lake Hills Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.