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SFMG Wealth Advisors’s CME Group CME Stock Holding History

SFMG Wealth Advisors’s Portfolio CME Stock Details CME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Sell
1,834
-84
-4% -$23.2K 0.02% 220
2026
Q1 		$566K Buy
1,918
+24
+1% +$7.13K 0.04% 171
2025
Q4 		$517K Sell
1,894
-11
-0.6% -$2.99K 0.03% 183
2025
Q3 		$515K Buy
1,905
+12
+0.6% +$3.27K 0.04% 171
2025
Q2 		$522K Buy
1,893
+6
+0.3% +$1.63K 0.04% 154
2025
Q1 		$500K Buy
1,887
+57
+3% +$14.1K 0.04% 149
2024
Q4 		$425K Sell
1,830
-3
-0.2% -$690 0.03% 167
2024
Q3 		$405K Buy
1,833
+1
+0.1% +$207 0.03% 169
2024
Q2 		$360K Sell
1,832
-93
-5% -$19.2K 0.03% 173
2024
Q1 		$414K Buy
1,925
+29
+2% +$6.09K 0.04% 164
2023
Q4 		$399K Buy
1,896
+11
+0.6% +$2.35K 0.04% 163
2023
Q3 		$377K Buy
+1,885
New +$375K 0.04% 158
2023
Q2 		– Sell
-1,354
Closed -$259K – 260
2023
Q1 		$259K Buy
+1,354
New +$245K 0.03% 200
2022
Q2 		– Sell
-920
Closed -$219K – 285
2022
Q1 		$219K Buy
+920
New +$216K 0.02% 257

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SFMG Wealth Advisors's CME Position: Q2 2026 in Review

SFMG Wealth Advisors reduced its CME Group (CME) stake by 4.4% in Q2 2026, selling an estimated $23.2K and leaving 1,834 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #220.

SFMG Wealth Advisors first reported a position in CME in Q1 2022 and has held it in 14 quarters since. The position peaked at $566K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • SFMG Wealth Advisors held 1,834 shares of CME Group worth $405K as of Q2 2026.
  • SFMG Wealth Advisors sold 84 CME Group shares in Q2 2026, an estimated $23.2K.
  • CME Group made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • SFMG Wealth Advisors first reported a position in CME Group in Q1 2022 and has held it in 14 quarters since.
  • SFMG Wealth Advisors's CME Group position peaked at $566K in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.