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Lugano Financial Advisors SA (LFA)’s Chipotle Mexican Grill CMG Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q1 		– Sell
-300
Closed -$11.1K – 228
2025
Q4 		$11.1K Hold
300
– – 0.01% 216
2025
Q3 		$11.8K Sell
300
-23
-7% -$1.04K 0.01% 207
2025
Q2 		$18.1K Buy
+323
New +$16.4K 0.01% 192

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s CMG Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 300 shares — an estimated $11.1K sold.

Lugano Financial Advisors SA (LFA) first reported a position in CMG in Q2 2025 and held it in 3 quarters. The position peaked at $18.1K in Q2 2025. 1,247 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 300 Chipotle Mexican Grill shares in Q1 2026, an estimated $11.1K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Chipotle Mexican Grill in Q2 2025 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Chipotle Mexican Grill position peaked at $18.1K in Q2 2025.
  • 1,247 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.