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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
Q2 		– Sell
-1
Closed -$33 – 329
2026
Q1 		$33 Sell
1
-87
-99% -$3.22K ﹤0.01% 1031
2025
Q4 		$3.26K Buy
+88
New +$3.18K ﹤0.01% 601

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Vanguard Portfolio Management
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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CMG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 1 share — an estimated $33 sold.

Legacy Wealth Management (Idaho) first reported a position in CMG in Q4 2025 and held it in 2 quarters. The position peaked at $3.26K in Q4 2025. 1,196 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1 Chipotle Mexican Grill share in Q2 2026, an estimated $33.
  • Legacy Wealth Management (Idaho) first reported a position in Chipotle Mexican Grill in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Chipotle Mexican Grill position peaked at $3.26K in Q4 2025.
  • 1,196 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.