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 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%	+$55.9K	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

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

RMR Wealth Builders's CMG Position: Q1 2026 in Review

RMR Wealth Builders reduced its Chipotle Mexican Grill (CMG) stake by 2.2% in Q1 2026, selling an estimated $16.2K and leaving 19,040 shares worth $609K. The position accounts for 0.05% of the portfolio, ranked #156.

RMR Wealth Builders first reported a position in CMG in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.18M in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

RMR Wealth Builders held 19,040 shares of Chipotle Mexican Grill worth $609K as of Q1 2026.
RMR Wealth Builders sold 438 Chipotle Mexican Grill shares in Q1 2026, an estimated $16.2K.
Chipotle Mexican Grill made up 0.05% of RMR Wealth Builders's portfolio in Q1 2026, its #156 holding.
RMR Wealth Builders first reported a position in Chipotle Mexican Grill in Q4 2019 and has held it in 24 quarters since.
RMR Wealth Builders's Chipotle Mexican Grill position peaked at $1.18M in Q4 2024.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.