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SFMG Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

SFMG Wealth Advisors’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
Q1 		– Sell
-3,718
Closed -$224K – 286
2024
Q4 		$224K Buy
+3,718
New +$224K 0.02% 237
2016
Q2 		– Sell
-21,250
Closed -$200K – 109
2016
Q1 		$200K Buy
+21,250
New +$202K 0.04% 92

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

SFMG Wealth Advisors's CMG Position: Q1 2025 in Review

SFMG Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2025, closing a stake of 3,718 shares — an estimated $224K sold.

SFMG Wealth Advisors first reported a position in CMG in Q1 2016 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 1,557 funds tracked by Wall St. Rank hold CMG as of Q1 2025.

  • SFMG Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,718 Chipotle Mexican Grill shares in Q1 2025, an estimated $224K.
  • SFMG Wealth Advisors first reported a position in Chipotle Mexican Grill in Q1 2016 and held it in 2 quarters.
  • SFMG Wealth Advisors's Chipotle Mexican Grill position peaked at $224K in Q4 2024.
  • 1,557 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2025.

Based on SFMG Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.