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Lee Financial’s Chipotle Mexican Grill CMG Stock Holding History

Lee Financial’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 		– Sell
-5,700
Closed -$211K – 148
2025
Q4 		$211K Sell
5,700
-226
-4% -$8.18K 0.03% 139
2025
Q3 		$232K Buy
5,926
+214
+4% +$9.63K 0.03% 165
2025
Q2 		$321K Sell
5,712
-38
-0.7% -$1.93K 0.05% 115
2025
Q1 		$289K Sell
5,750
-350
-6% -$19K 0.04% 119
2024
Q4 		$368K Hold
6,100
– – 0.05% 132
2024
Q3 		$351K Buy
6,100
+350
+6% +$19.4K 0.05% 131
2024
Q2 		$360K Hold
5,750
– – 0.06% 110
2024
Q1 		$334K Buy
5,750
+50
+0.9% +$2.56K 0.06% 112
2023
Q4 		$261K Buy
5,700
+650
+13% +$27K 0.05% 120
2023
Q3 		$185K Hold
5,050
– – 0.03% 134
2023
Q2 		$216K Hold
5,050
– – 0.04% 126
2023
Q1 		$173K Hold
5,050
– – 0.03% 136
2022
Q4 		$140K Hold
5,050
– – 0.02% 169
2022
Q3 		$152K Hold
5,050
– – 0.03% 162
2022
Q2 		$132K Hold
5,050
– – 0.02% 170
2022
Q1 		$160K Hold
5,050
– – 0.03% 158
2021
Q4 		$177K Hold
5,050
– – 0.03% 150
2021
Q3 		$184K Hold
5,050
– – 0.04% 144
2021
Q2 		$157K Buy
5,050
+50
+1% +$1.43K 0.03% 153
2021
Q1 		$142K Sell
5,000
-5,000
-50% -$145K 0.03% 153
2020
Q4 		$277K Hold
10,000
– – 0.07% 108
2020
Q3 		$249K Hold
10,000
– – 0.07% 113
2020
Q2 		$210K Hold
10,000
– – 0.06% 118
2020
Q1 		$131K Buy
10,000
+5,000
+100% +$79.1K 0.04% 123
2019
Q4 		$84K Buy
+5,000
New +$80.2K 0.02% 155
2018
Q4 		– Sell
-5,000
Closed -$45K – 445
2018
Q3 		$45K Buy
5,000
+4,900
+4,900% +$46.6K 0.01% 201
2018
Q2 		$1K Buy
+100
New +$817 ﹤0.01% 748

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

Lee Financial's CMG Position: Q1 2026 in Review

Lee Financial sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 5,700 shares — an estimated $211K sold.

Lee Financial first reported a position in CMG in Q2 2018 and held it in 27 quarters. The position peaked at $368K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Lee Financial reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Lee Financial sold 5,700 Chipotle Mexican Grill shares in Q1 2026, an estimated $211K.
  • Lee Financial first reported a position in Chipotle Mexican Grill in Q2 2018 and held it in 27 quarters.
  • Lee Financial's Chipotle Mexican Grill position peaked at $368K in Q4 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.