RMR Wealth Builders
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RMR Wealth Builders’s Chipotle Mexican Grill CMG Stock Holding History

RMR Wealth Builders’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
Q3 		$634K Buy
19,847
+375
+2% +$13K 0.04% 167
2026
Q2 		$662K Buy
19,472
+432
+2% +$14.1K 0.04% 169
2026
Q1 		$609K Sell
19,040
-438
-2% -$16.2K 0.05% 156
2025
Q4 		$721K Buy
19,478
+483
+3% +$17.5K 0.06% 139
2025
Q3 		$744K Buy
18,995
+245
+1% +$11K 0.06% 137
2025
Q2 		$1.05M Sell
18,750
-337
-2% -$17.1K 0.1% 108
2025
Q1 		$958K Sell
19,087
-547
-3% -$29.7K 0.1% 107
2024
Q4 		$1.18M Sell
19,634
-5
-0% -$301 0.12% 96
2024
Q3 		$1.13M Buy
19,639
+1,009
+5% +$55.8K 0.12% 96
2024
Q2 		$1.17M Buy
18,630
+3,030
+19% +$188K 0.13% 88
2024
Q1 		$907K Buy
15,600
+100
+0.6% +$5.11K 0.11% 102
2023
Q4 		$709K Buy
15,500
+200
+1% +$8.32K 0.1% 106
2023
Q3 		$561K Hold
15,300
– – 0.09% 123
2023
Q2 		$655K Sell
15,300
-10,150
-40% -$401K 0.11% 93
2023
Q1 		$870K Hold
25,450
– – 0.17% 70
2022
Q4 		$706K Hold
25,450
– – 0.16% 74
2022
Q3 		$765K Sell
25,450
-1,600
-6% -$49.6K 0.19% 64
2022
Q2 		$707K Hold
27,050
– – 0.18% 83
2022
Q1 		$856K Buy
+27,050
New +$815K 0.18% 79
2021
Q4 		– Sell
-27,050
Closed -$983K – 140
2021
Q3 		$983K Hold
27,050
– – 0.29% 54
2021
Q2 		$839K Hold
27,050
– – 0.28% 62
2021
Q1 		$769K Hold
27,050
– – 0.2% 72
2020
Q4 		$750K Hold
27,050
– – 0.37% 52
2020
Q3 		$673K Hold
27,050
– – 0.17% 90
2020
Q2 		$569K Buy
+27,050
New +$501K 0.51% 45
2019
Q4 		$453K Buy
+27,050
New +$434K 0.44% 49

Other funds holding CMG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

RMR Wealth Builders's CMG Position: Q3 2026 in Review

RMR Wealth Builders increased its Chipotle Mexican Grill (CMG) stake by 1.9% in Q3 2026, buying an estimated $13K and bringing the position to 19,847 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #167.

RMR Wealth Builders first reported a position in CMG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.18M in Q4 2024. 614 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

  • RMR Wealth Builders held 19,847 shares of Chipotle Mexican Grill worth $634K as of Q3 2026.
  • RMR Wealth Builders bought 375 Chipotle Mexican Grill shares in Q3 2026, an estimated $13K.
  • Chipotle Mexican Grill made up 0.04% of RMR Wealth Builders's portfolio in Q3 2026, its #167 holding.
  • RMR Wealth Builders first reported a position in Chipotle Mexican Grill in Q4 2019 and has held it in 26 quarters since.
  • RMR Wealth Builders's Chipotle Mexican Grill position peaked at $1.18M in Q4 2024.
  • 614 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.