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National Wealth Management Group’s CME Group CME Stock Holding History

National Wealth Management Group’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 		– Sell
-974
Closed -$266K – 226
2025
Q4 		$266K Buy
+974
New +$265K 0.09% 199
2023
Q4 		– Sell
-3,681
Closed -$737K – 137
2023
Q3 		$737K Buy
+3,681
New +$732K 0.8% 33

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

National Wealth Management Group's CME Position: Q1 2026 in Review

National Wealth Management Group sold out of CME Group (CME) in Q1 2026, closing a stake of 974 shares — an estimated $266K sold.

National Wealth Management Group first reported a position in CME in Q3 2023 and held it in 2 quarters. The position peaked at $737K in Q3 2023. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • National Wealth Management Group reported no remaining CME Group position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 974 CME Group shares in Q1 2026, an estimated $266K.
  • National Wealth Management Group first reported a position in CME Group in Q3 2023 and held it in 2 quarters.
  • National Wealth Management Group's CME Group position peaked at $737K in Q3 2023.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.