Phillips Wealth Planners’s Chipotle Mexican Grill CMG Stock Holding History

Phillips Wealth Planners’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	-5,347	Closed	-$218K	–	214
2025 Q4	$218K	Sell	5,347 -915	-15%	-$33.1K	0.17%	180
2025 Q3	$261K	Buy	6,262 +583	+10%	+$26.3K	0.22%	163
2025 Q2	$315K	Buy	5,679 +286	+5%	+$14.6K	0.29%	123
2025 Q1	$268K	Buy	5,393 +463	+9%	+$25.2K	0.28%	126
2024 Q4	$279K	Buy	4,930 +1,330	+37%	+$80.2K	0.28%	126
2024 Q3	$213K	Buy	+3,600	New	+$199K	0.2%	180

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

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

Phillips Wealth Planners sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 5,347 shares — an estimated $218K sold.

Phillips Wealth Planners first reported a position in CMG in Q3 2024 and held it in 6 quarters. The position peaked at $315K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Phillips Wealth Planners reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
Phillips Wealth Planners sold 5,347 Chipotle Mexican Grill shares in Q1 2026, an estimated $218K.
Phillips Wealth Planners first reported a position in Chipotle Mexican Grill in Q3 2024 and held it in 6 quarters.
Phillips Wealth Planners's Chipotle Mexican Grill position peaked at $315K in Q2 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

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