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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lifeworks Advisors's CME Position: Q1 2026 in Review

Lifeworks Advisors increased its CME Group (CME) stake by 1.2% in Q1 2026, buying an estimated $5.64K and bringing the position to 1,628 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #200.

Lifeworks Advisors first reported a position in CME in Q4 2021 and has held it in 18 quarters since. The position peaked at $897K in Q4 2021. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Lifeworks Advisors held 1,628 shares of CME Group worth $481K as of Q1 2026.
  • Lifeworks Advisors bought 19 CME Group shares in Q1 2026, an estimated $5.64K.
  • CME Group made up 0.06% of Lifeworks Advisors's portfolio in Q1 2026, its #200 holding.
  • Lifeworks Advisors first reported a position in CME Group in Q4 2021 and has held it in 18 quarters since.
  • Lifeworks Advisors's CME Group position peaked at $897K in Q4 2021.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.