Legacy Wealth Asset Management’s Chipotle Mexican Grill CMG Stock Holding History

Legacy Wealth Asset 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 Q2	$574K	Buy	16,868 +206	+1%	+$6.73K	0.13%	242
2026 Q1	$533K	Buy	16,662 +4,108	+33%	+$152K	0.13%	249
2025 Q4	$464K	Sell	12,554 -3,346	-21%	-$121K	0.11%	271
2025 Q3	$623K	Sell	15,900 -17,349	-52%	-$781K	0.15%	218
2025 Q2	$1.87M	Buy	33,249 +2,448	+8%	+$125K	0.47%	50
2025 Q1	$1.55M	Buy	30,801 +844	+3%	+$45.9K	0.43%	63
2024 Q4	$1.81M	Buy	29,957 +482	+2%	+$29K	0.49%	45
2024 Q3	$1.7M	Buy	29,475 +1,408	+5%	+$77.9K	0.46%	59
2024 Q2	$1.76M	Buy	+28,067	New	+$1.74M	0.5%	57

Other funds holding CMG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Legacy Wealth Asset Management's CMG Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Chipotle Mexican Grill (CMG) stake by 1.2% in Q2 2026, buying an estimated $6.73K and bringing the position to 16,868 shares worth $574K. The position accounts for 0.13% of the portfolio, ranked #242.

Legacy Wealth Asset Management first reported a position in CMG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.87M in Q2 2025. 208 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Legacy Wealth Asset Management held 16,868 shares of Chipotle Mexican Grill worth $574K as of Q2 2026.
Legacy Wealth Asset Management bought 206 Chipotle Mexican Grill shares in Q2 2026, an estimated $6.73K.
Chipotle Mexican Grill made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #242 holding.
Legacy Wealth Asset Management first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 9 quarters since.
Legacy Wealth Asset Management's Chipotle Mexican Grill position peaked at $1.87M in Q2 2025.
208 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.