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Smith Salley Wealth Management’s CME Group CME Stock Holding History

Smith Salley Wealth Management’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 		$1.97M Buy
8,926
+86
+1% +$23.8K 0.09% 124
2026
Q1 		$2.61M Buy
8,840
+276
+3% +$82K 0.13% 107
2025
Q4 		$2.34M Buy
8,564
+216
+3% +$58.7K 0.12% 115
2025
Q3 		$2.26M Buy
8,348
+117
+1% +$31.8K 0.12% 116
2025
Q2 		$2.27M Buy
8,231
+211
+3% +$57.4K 0.13% 108
2025
Q1 		$2.13M Sell
8,020
-6
-0.1% -$1.48K 0.14% 101
2024
Q4 		$1.86M Buy
8,026
+1
+0% +$230 0.12% 108
2024
Q3 		$1.77M Buy
8,025
+240
+3% +$49.7K 0.12% 111
2024
Q2 		$1.53M Buy
7,785
+19
+0.2% +$3.93K 0.11% 111
2024
Q1 		$1.67M Sell
7,766
-3,289
-30% -$691K 0.13% 104
2023
Q4 		$2.33M Sell
11,055
-312
-3% -$66.6K 0.15% 101
2023
Q3 		$2.28M Sell
11,367
-251
-2% -$49.9K 0.17% 96
2023
Q2 		$2.15M Buy
11,618
+287
+3% +$53K 0.16% 97
2023
Q1 		$2.17M Buy
11,331
+259
+2% +$46.8K 0.17% 95
2022
Q4 		$1.86M Hold
11,072
– – 0.16% 104
2022
Q3 		$1.96M Buy
11,072
+86
+0.8% +$17K 0.18% 96
2022
Q2 		$2.25M Buy
10,986
+751
+7% +$159K 0.19% 94
2022
Q1 		$2.43M Buy
10,235
+142
+1% +$33.3K 0.18% 96
2021
Q4 		$2.31M Sell
10,093
-42
-0.4% -$9.24K 0.16% 105
2021
Q3 		$1.96M Buy
10,135
+427
+4% +$86.5K 0.15% 105
2021
Q2 		$2.06M Buy
9,708
+26
+0.3% +$5.49K 0.17% 99
2021
Q1 		$1.98M Buy
9,682
+281
+3% +$55.3K 0.18% 91
2020
Q4 		$1.71M Sell
9,401
-190
-2% -$32.3K 0.17% 92
2020
Q3 		$1.6M Buy
9,591
+77
+0.8% +$13K 0.19% 89
2020
Q2 		$1.55M Buy
+9,514
New +$1.71M 0.21% 84

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Smith Salley Wealth Management's CME Position: Q2 2026 in Review

Smith Salley Wealth Management increased its CME Group (CME) stake by 0.97% in Q2 2026, buying an estimated $23.8K and bringing the position to 8,926 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #124.

Smith Salley Wealth Management first reported a position in CME in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.61M in Q1 2026. 439 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Smith Salley Wealth Management held 8,926 shares of CME Group worth $1.97M as of Q2 2026.
  • Smith Salley Wealth Management bought 86 CME Group shares in Q2 2026, an estimated $23.8K.
  • CME Group made up 0.09% of Smith Salley Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Smith Salley Wealth Management first reported a position in CME Group in Q2 2020 and has held it in 25 quarters since.
  • Smith Salley Wealth Management's CME Group position peaked at $2.61M in Q1 2026.
  • 439 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

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