Sagespring Wealth Partners’s Chipotle Mexican Grill CMG Stock Holding History

Sagespring Wealth Partners’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	$662K	Sell	20,691 -1,305	-6%	-$48.3K	0.01%	429
2025 Q4	$814K	Sell	21,996 -3,216	-13%	-$116K	0.01%	346
2025 Q3	$988K	Sell	25,212 -4,992	-17%	-$225K	0.02%	303
2025 Q2	$1.7M	Buy	30,204 +3,732	+14%	+$190K	0.04%	194
2025 Q1	$1.33M	Buy	26,472 +9,566	+57%	+$520K	0.03%	203
2024 Q4	$1.02M	Buy	+16,906	New	+$1.02M	0.03%	213

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

Sagespring Wealth Partners's CMG Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Chipotle Mexican Grill (CMG) stake by 5.9% in Q1 2026, selling an estimated $48.3K and leaving 20,691 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #429.

Sagespring Wealth Partners first reported a position in CMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.7M in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Sagespring Wealth Partners held 20,691 shares of Chipotle Mexican Grill worth $662K as of Q1 2026.
Sagespring Wealth Partners sold 1,305 Chipotle Mexican Grill shares in Q1 2026, an estimated $48.3K.
Chipotle Mexican Grill made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #429 holding.
Sagespring Wealth Partners first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Chipotle Mexican Grill position peaked at $1.7M in Q2 2025.
1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.