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Legacy Wealth Management (Tennessee)’s CME Group CME Stock Holding History

Legacy Wealth Management (Tennessee)’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
2025
Q2 		– Sell
-863
Closed -$229K – 34
2025
Q1 		$229K Buy
+863
New +$213K 0.02% 39

Other funds holding CME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s CME Position: Q2 2025 in Review

Legacy Wealth Management (Tennessee) sold out of CME Group (CME) in Q2 2025, closing a stake of 863 shares — an estimated $229K sold.

Legacy Wealth Management (Tennessee) first reported a position in CME in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 1,660 funds tracked by Wall St. Rank hold CME as of Q2 2025.

  • Legacy Wealth Management (Tennessee) reported no remaining CME Group position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 863 CME Group shares in Q2 2025, an estimated $229K.
  • Legacy Wealth Management (Tennessee) first reported a position in CME Group in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s CME Group position peaked at $229K in Q1 2025.
  • 1,660 funds tracked by Wall St. Rank held CME Group as of Q2 2025.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.