MSWM
CMG icon

Mowery & Schoenfeld Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Mowery & Schoenfeld 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
-418
Closed -$15.5K – 381
2025
Q4 		$15.5K Buy
418
+199
+91% +$7.2K 0.02% 207
2025
Q3 		$8.58K Sell
219
-31
-12% -$1.4K 0.01% 234
2025
Q2 		$14K Hold
250
– – 0.02% 194
2025
Q1 		$12.6K Hold
250
– – 0.02% 246
2024
Q4 		$15.1K Sell
250
-300
-55% -$18.1K 0.03% 190
2024
Q3 		$31.7K Buy
+550
New +$30.4K 0.05% 126

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's CMG Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 418 shares — an estimated $15.5K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CMG in Q3 2024 and held it in 6 quarters. The position peaked at $31.7K in Q3 2024. 1,245 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 418 Chipotle Mexican Grill shares in Q1 2026, an estimated $15.5K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2024 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Chipotle Mexican Grill position peaked at $31.7K in Q3 2024.
  • 1,245 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.