PWP
CME icon

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
Q2 		$1.05M Buy
4,375
+535
+14% +$148K 0.78% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Phillips Wealth Planners's CME Position: Q2 2026 in Review

Phillips Wealth Planners increased its CME Group (CME) stake by 14% in Q2 2026, buying an estimated $148K and bringing the position to 4,375 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #33.

Phillips Wealth Planners first reported a position in CME in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Phillips Wealth Planners held 4,375 shares of CME Group worth $1.05M as of Q2 2026.
  • Phillips Wealth Planners bought 535 CME Group shares in Q2 2026, an estimated $148K.
  • CME Group made up 0.78% of Phillips Wealth Planners's portfolio in Q2 2026, its #33 holding.
  • Phillips Wealth Planners first reported a position in CME Group in Q4 2022 and has held it in 15 quarters since.
  • Phillips Wealth Planners's CME Group position peaked at $1.09M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.