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

Semus 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
2025
Q4 		– Sell
-9,731
Closed -$381K – 113
2025
Q3 		$381K Buy
9,731
+561
+6% +$25.3K 0.22% 72
2025
Q2 		$515K Buy
9,170
+55
+0.6% +$2.8K 0.33% 53
2025
Q1 		$458K Sell
9,115
-377
-4% -$20.5K 0.32% 57
2024
Q4 		$572K Buy
9,492
+290
+3% +$17.5K 0.38% 49
2024
Q3 		$530K Buy
+9,202
New +$509K 0.37% 54

Other funds holding CMG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Semus Wealth Partners's CMG Position: Q4 2025 in Review

Semus Wealth Partners sold out of Chipotle Mexican Grill (CMG) in Q4 2025, closing a stake of 9,731 shares — an estimated $381K sold.

Semus Wealth Partners first reported a position in CMG in Q3 2024 and held it in 5 quarters. The position peaked at $572K in Q4 2024. 1,340 funds tracked by Wall St. Rank hold CMG as of Q4 2025.

  • Semus Wealth Partners reported no remaining Chipotle Mexican Grill position as of Q4 2025 after selling out during the quarter.
  • Semus Wealth Partners sold 9,731 Chipotle Mexican Grill shares in Q4 2025, an estimated $381K.
  • Semus Wealth Partners first reported a position in Chipotle Mexican Grill in Q3 2024 and held it in 5 quarters.
  • Semus Wealth Partners's Chipotle Mexican Grill position peaked at $572K in Q4 2024.
  • 1,340 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q4 2025.

Based on Semus Wealth Partners's 13F filing for Q4 2025, filed 27 Jan 2026.