Marion Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Marion Wealth Management’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	-5,120	Closed	-$209K	–	148
2025 Q4	$209K	Sell	5,120 -75	-1%	-$2.71K	0.05%	138
2025 Q3	$204K	Sell	5,195 -25	-0.5%	-$1.13K	0.05%	133
2025 Q2	$293K	Hold	5,220	–	–	0.07%	107
2025 Q1	$262K	Buy	5,220 +100	+2%	+$5.44K	0.07%	111
2024 Q4	$309K	Sell	5,120 -4,550	-47%	-$274K	0.08%	110
2024 Q3	$557K	Buy	9,670 +20	+0.2%	+$1.11K	0.15%	86
2024 Q2	$605K	Buy	9,650 +4,550	+89%	+$283K	0.18%	83
2024 Q1	$296K	Hold	5,100	–	–	0.09%	106
2023 Q4	$233K	Buy	+5,100	New	+$212K	0.07%	108
2023 Q3	–	Sell	-5,100	Closed	-$218K	–	110
2023 Q2	$218K	Buy	+5,100	New	+$202K	0.08%	104
2022 Q4	–	Sell	-10,100	Closed	-$304K	–	103
2022 Q3	$304K	Hold	10,100	–	–	0.16%	87
2022 Q2	$264K	Buy	+10,100	New	+$281K	0.14%	91

Other funds holding CMG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marion Wealth Management's CMG Position: Q1 2026 in Review

Marion Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 5,120 shares — an estimated $209K sold.

Marion Wealth Management first reported a position in CMG in Q2 2022 and held it in 12 quarters. The position peaked at $605K in Q2 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Marion Wealth Management reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
Marion Wealth Management sold 5,120 Chipotle Mexican Grill shares in Q1 2026, an estimated $209K.
Marion Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2022 and held it in 12 quarters.
Marion Wealth Management's Chipotle Mexican Grill position peaked at $605K in Q2 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Marion Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.