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Pinnacle Wealth Planning Services’s CME Group CME Stock Holding History

Pinnacle Wealth Planning Services’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 		$339K Buy
1,147
+34
+3% +$10.1K 0.04% 300
2025
Q4 		$304K Buy
1,113
+1
+0.1% +$272 0.03% 315
2025
Q3 		$300K Buy
1,112
+3
+0.3% +$816 0.04% 314
2025
Q2 		$306K Buy
+1,109
New +$302K 0.04% 292
2024
Q4 		– Sell
-1,496
Closed -$330K – 423
2024
Q3 		$330K Sell
1,496
-90
-6% -$18.6K 0.04% 282
2024
Q2 		$312K Sell
1,586
-61
-4% -$12.6K 0.04% 282
2024
Q1 		$355K Sell
1,647
-9
-0.5% -$1.89K 0.05% 259
2023
Q4 		$349K Sell
1,656
-11
-0.7% -$2.35K 0.05% 233
2023
Q3 		$334K Buy
1,667
+110
+7% +$21.9K 0.06% 231
2023
Q2 		$288K Sell
1,557
-215
-12% -$39.7K 0.05% 272
2023
Q1 		$339K Buy
+1,772
New +$320K 0.06% 246
2022
Q4 		– Sell
-1,187
Closed -$210K – 459
2022
Q3 		$210K Sell
1,187
-669
-36% -$132K 0.04% 315
2022
Q2 		$380K Buy
1,856
+410
+28% +$86.9K 0.07% 195
2022
Q1 		$344K Buy
1,446
+307
+27% +$72.1K 0.06% 247
2021
Q4 		$261K Buy
+1,139
New +$251K 0.05% 286
2021
Q3 		– Sell
-1,074
Closed -$228K – 389
2021
Q2 		$228K Buy
1,074
+77
+8% +$16.3K 0.05% 290
2021
Q1 		$204K Buy
997
+105
+12% +$20.7K 0.05% 302
2020
Q4 		$162K Buy
+892
New +$152K 0.04% 324
2020
Q2 		– Sell
-1,270
Closed -$218K – 277
2020
Q1 		$218K Buy
+1,270
New +$253K 0.1% 175

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

Pinnacle Wealth Planning Services's CME Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its CME Group (CME) stake by 3.1% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,147 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #300.

Pinnacle Wealth Planning Services first reported a position in CME in Q1 2020 and has held it in 19 quarters since. The position peaked at $380K in Q2 2022. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,147 shares of CME Group worth $339K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 34 CME Group shares in Q1 2026, an estimated $10.1K.
  • CME Group made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #300 holding.
  • Pinnacle Wealth Planning Services first reported a position in CME Group in Q1 2020 and has held it in 19 quarters since.
  • Pinnacle Wealth Planning Services's CME Group position peaked at $380K in Q2 2022.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.