LWAM
CME icon

Legacy Wealth Asset Management’s CME Group CME Stock Holding History

Legacy Wealth Asset Management’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$641K Buy
2,447
+27
+1% +$7.12K 0.14% 214
2026
Q2 		$534K Sell
2,420
-8
-0.3% -$2.21K 0.12% 259
2026
Q1 		$717K Buy
2,428
+23
+1% +$6.83K 0.17% 192
2025
Q4 		$657K Buy
2,405
+11
+0.5% +$2.99K 0.16% 208
2025
Q3 		$647K Buy
2,394
+15
+0.6% +$4.08K 0.16% 211
2025
Q2 		$656K Hold
2,379
– – 0.17% 191
2025
Q1 		$631K Sell
2,379
-12
-0.5% -$2.96K 0.17% 194
2024
Q4 		$555K Buy
2,391
+14
+0.6% +$3.22K 0.15% 223
2024
Q3 		$524K Buy
2,377
+22
+0.9% +$4.55K 0.14% 239
2024
Q2 		$463K Buy
2,355
+87
+4% +$18K 0.13% 247
2024
Q1 		$488K Buy
2,268
+34
+2% +$7.14K 0.14% 234
2023
Q4 		$470K Buy
2,234
+1
+0% +$213 0.15% 233
2023
Q3 		$447K Sell
2,233
-16
-0.7% -$3.18K 0.16% 225
2023
Q2 		$417K Buy
2,249
+14
+0.6% +$2.59K 0.15% 243
2023
Q1 		$428K Buy
2,235
+31
+1% +$5.61K 0.15% 237
2022
Q4 		$371K Buy
2,204
+48
+2% +$8.34K 0.14% 265
2022
Q3 		$382K Buy
+2,156
New +$426K 0.17% 221

Other funds holding CME

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Legacy Wealth Asset Management's CME Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its CME Group (CME) stake by 1.1% in Q3 2026, buying an estimated $7.12K and bringing the position to 2,447 shares worth $641K. The position accounts for 0.14% of the portfolio, ranked #214.

Legacy Wealth Asset Management first reported a position in CME in Q3 2022 and has held it in 17 quarters since. The position peaked at $717K in Q1 2026. 59 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Legacy Wealth Asset Management held 2,447 shares of CME Group worth $641K as of Q3 2026.
  • Legacy Wealth Asset Management bought 27 CME Group shares in Q3 2026, an estimated $7.12K.
  • CME Group made up 0.14% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #214 holding.
  • Legacy Wealth Asset Management first reported a position in CME Group in Q3 2022 and has held it in 17 quarters since.
  • Legacy Wealth Asset Management's CME Group position peaked at $717K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.