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Phillips Wealth Planners’s CME Group CME Stock Holding History

Phillips Wealth Planners’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 		$1.09M Buy
3,840
+186
+5% +$55.2K 0.82% 34
2025
Q4 		$1.02M Buy
3,654
+959
+36% +$261K 0.82% 34
2025
Q3 		$706K Buy
2,695
+443
+20% +$121K 0.59% 54
2025
Q2 		$621K Buy
2,252
+160
+8% +$43.5K 0.56% 57
2025
Q1 		$547K Sell
2,092
-125
-6% -$30.8K 0.58% 56
2024
Q4 		$508K Buy
2,217
+305
+16% +$70.1K 0.51% 63
2024
Q3 		$434K Sell
1,912
-360
-16% -$74.5K 0.42% 76
2024
Q2 		$440K Buy
2,272
+121
+6% +$25K 0.46% 75
2024
Q1 		$444K Buy
2,151
+250
+13% +$52.5K 0.51% 65
2023
Q4 		$386K Buy
1,901
+336
+21% +$71.7K 0.46% 74
2023
Q3 		$335K Sell
1,565
-257
-14% -$51.1K 0.45% 83
2023
Q2 		$338K Sell
1,822
-383
-17% -$70.8K 0.44% 87
2023
Q1 		$412K Buy
2,205
+7
+0.3% +$1.27K 0.54% 66
2022
Q4 		$407K Buy
+2,198
New +$382K 0.71% 50

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

Phillips Wealth Planners's CME Position: Q1 2026 in Review

Phillips Wealth Planners increased its CME Group (CME) stake by 5.1% in Q1 2026, buying an estimated $55.2K and bringing the position to 3,840 shares worth $1.09M. The position accounts for 0.82% of the portfolio, ranked #34.

Phillips Wealth Planners first reported a position in CME in Q4 2022 and has held it in 14 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Phillips Wealth Planners held 3,840 shares of CME Group worth $1.09M as of Q1 2026.
  • Phillips Wealth Planners bought 186 CME Group shares in Q1 2026, an estimated $55.2K.
  • CME Group made up 0.82% of Phillips Wealth Planners's portfolio in Q1 2026, its #34 holding.
  • Phillips Wealth Planners first reported a position in CME Group in Q4 2022 and has held it in 14 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.