LPL Financial
CMG icon

LPL Financial’s Chipotle Mexican Grill CMG Stock Holding History

LPL Financial’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
2024
Q3 		– Sell
-5,000
Closed -$313K – 5189
2024
Q2 		$313K Buy
+5,000
New +$311K ﹤0.01% 4233

Other funds holding CMG

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Vanguard Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

LPL Financial's CMG Position: Q2 2026 in Review

LPL Financial reduced its Chipotle Mexican Grill (CMG) stake by 12% in Q2 2026, selling an estimated $4.96M and leaving 1,145,389 shares worth $38.9M. The position accounts for 0.01% of the portfolio, ranked #1146.

LPL Financial first reported a position in CMG in Q2 2013 and has held it in 53 quarters since. The position peaked at $82.2M in Q2 2025. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • LPL Financial held 1,145,389 shares of Chipotle Mexican Grill worth $38.9M as of Q2 2026.
  • LPL Financial sold 151,926 Chipotle Mexican Grill shares in Q2 2026, an estimated $4.96M.
  • Chipotle Mexican Grill made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1146 holding.
  • LPL Financial first reported a position in Chipotle Mexican Grill in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Chipotle Mexican Grill position peaked at $82.2M in Q2 2025.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.