Private Wealth Management Group’s Chipotle Mexican Grill CMG Stock Holding History

Private Wealth Management Group’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 Q2	$2.75K	Buy	81 +4	+5%	+$131	﹤0.01%	1055
2026 Q1	$2.46K	Sell	77 -145	-65%	-$5.36K	﹤0.01%	1017
2025 Q4	$8.21K	Buy	222 +178	+405%	+$6.44K	﹤0.01%	581
2025 Q3	$1.73K	Hold	44	–	–	﹤0.01%	1156
2025 Q2	$2.47K	Hold	44	–	–	﹤0.01%	1019
2025 Q1	$2.21K	Hold	44	–	–	﹤0.01%	1023
2024 Q4	$2.65K	Hold	44	–	–	﹤0.01%	985
2024 Q3	$2.54K	Hold	44	–	–	﹤0.01%	979
2024 Q2	$2.76K	Sell	44 -6	-12%	-$373	﹤0.01%	937
2024 Q1	$2.91K	Hold	50	–	–	﹤0.01%	822
2023 Q4	$2.29K	Buy	+50	New	+$2.08K	﹤0.01%	930

Other funds holding CMG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Private Wealth Management Group's CMG Position: Q2 2026 in Review

Private Wealth Management Group increased its Chipotle Mexican Grill (CMG) stake by 5.2% in Q2 2026, buying an estimated $131 and bringing the position to 81 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Private Wealth Management Group first reported a position in CMG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.21K in Q4 2025. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Private Wealth Management Group held 81 shares of Chipotle Mexican Grill worth $2.75K as of Q2 2026.
Private Wealth Management Group bought 4 Chipotle Mexican Grill shares in Q2 2026, an estimated $131.
Chipotle Mexican Grill made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1055 holding.
Private Wealth Management Group first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Chipotle Mexican Grill position peaked at $8.21K in Q4 2025.
1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.