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Legacy Wealth Management (Idaho)’s Chipotle Mexican Grill CMG Stock Holding History

Legacy Wealth Management (Idaho)’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 		$33 Sell
1
-87
-99% -$3.22K ﹤0.01% 1031
2025
Q4 		$3.26K Buy
+88
New +$3.18K ﹤0.01% 601

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

Legacy Wealth Management (Idaho)'s CMG Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Chipotle Mexican Grill (CMG) stake by 99% in Q1 2026, selling an estimated $3.22K and leaving 1 share worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Legacy Wealth Management (Idaho) first reported a position in CMG in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.26K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1 share of Chipotle Mexican Grill worth $33 as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 87 Chipotle Mexican Grill shares in Q1 2026, an estimated $3.22K.
  • Chipotle Mexican Grill made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #1031 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Chipotle Mexican Grill in Q4 2025 and has held it in 2 quarters since.
  • Legacy Wealth Management (Idaho)'s Chipotle Mexican Grill position peaked at $3.26K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.