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Lifeworks Advisors’s CME Group CME Stock Holding History

Lifeworks Advisors’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
Q2 		$348K Sell
1,577
-51
-3% -$14.1K 0.04% 248
2026
Q1 		$481K Buy
1,628
+19
+1% +$5.64K 0.06% 200
2025
Q4 		$439K Buy
1,609
+50
+3% +$13.6K 0.06% 224
2025
Q3 		$421K Sell
1,559
-16
-1% -$4.35K 0.06% 224
2025
Q2 		$434K Sell
1,575
-131
-8% -$35.6K 0.06% 215
2025
Q1 		$453K Buy
1,706
+363
+27% +$89.5K 0.08% 192
2024
Q4 		$312K Sell
1,343
-1,064
-44% -$245K 0.06% 230
2024
Q3 		$531K Buy
2,407
+133
+6% +$27.5K 0.1% 156
2024
Q2 		$447K Sell
2,274
-73
-3% -$15.1K 0.12% 134
2024
Q1 		$505K Buy
2,347
+998
+74% +$210K 0.14% 127
2023
Q4 		$284K Sell
1,349
-1,207
-47% -$258K 0.1% 164
2023
Q3 		$512K Sell
2,556
-22
-0.9% -$4.37K 0.2% 120
2023
Q2 		$478K Sell
2,578
-73
-3% -$13.5K 0.2% 105
2023
Q1 		$508K Buy
2,651
+213
+9% +$38.5K 0.24% 103
2022
Q4 		$410K Sell
2,438
-555
-19% -$96.4K 0.23% 90
2022
Q3 		$519K Sell
2,993
-193
-6% -$38.1K 0.3% 88
2022
Q2 		$652K Buy
3,186
+132
+4% +$28K 0.41% 80
2022
Q1 		$726K Sell
3,054
-873
-22% -$205K 0.48% 76
2021
Q4 		$897K Buy
+3,927
New +$864K 0.71% 44

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lifeworks Advisors's CME Position: Q2 2026 in Review

Lifeworks Advisors reduced its CME Group (CME) stake by 3.1% in Q2 2026, selling an estimated $14.1K and leaving 1,577 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #248.

Lifeworks Advisors first reported a position in CME in Q4 2021 and has held it in 19 quarters since. The position peaked at $897K in Q4 2021. 1,704 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Lifeworks Advisors held 1,577 shares of CME Group worth $348K as of Q2 2026.
  • Lifeworks Advisors sold 51 CME Group shares in Q2 2026, an estimated $14.1K.
  • CME Group made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #248 holding.
  • Lifeworks Advisors first reported a position in CME Group in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's CME Group position peaked at $897K in Q4 2021.
  • 1,704 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.