Smallwood Wealth Investment Management’s Chipotle Mexican Grill CMG Stock Holding History

Smallwood Wealth Investment Management’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 Q2	$28.9K	Sell	850 -1,000	-54%	-$32.7K	0.01%	241
2026 Q1	$59.2K	Hold	1,850	–	–	0.03%	163
2025 Q4	$68.5K	Hold	1,850	–	–	0.04%	147
2025 Q3	$72.5K	Hold	1,850	–	–	0.04%	144
2025 Q2	$104K	Hold	1,850	–	–	0.06%	117
2025 Q1	$92.9K	Buy	+1,850	New	+$101K	0.06%	121

Other funds holding CMG

SCI

Starlite Capital INC Dallas, Texas $9.7B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Smallwood Wealth Investment Management's CMG Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Chipotle Mexican Grill (CMG) stake by 54% in Q2 2026, selling an estimated $32.7K and leaving 850 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #241.

Smallwood Wealth Investment Management first reported a position in CMG in Q1 2025 and has held it in 6 quarters since. The position peaked at $104K in Q2 2025. 503 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Smallwood Wealth Investment Management held 850 shares of Chipotle Mexican Grill worth $28.9K as of Q2 2026.
Smallwood Wealth Investment Management sold 1,000 Chipotle Mexican Grill shares in Q2 2026, an estimated $32.7K.
Chipotle Mexican Grill made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #241 holding.
Smallwood Wealth Investment Management first reported a position in Chipotle Mexican Grill in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Chipotle Mexican Grill position peaked at $104K in Q2 2025.
503 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.