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Stiles Financial Services’s Chipotle Mexican Grill CMG Stock Holding History

Stiles Financial Services’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
Q1 		$498K Buy
15,558
+620
+4% +$22.9K 0.15% 120
2025
Q4 		$553K Buy
14,938
+820
+6% +$29.7K 0.17% 117
2025
Q3 		$553K Buy
14,118
+1,358
+11% +$61.1K 0.17% 113
2025
Q2 		$716K Buy
12,760
+965
+8% +$49.1K 0.25% 92
2025
Q1 		$592K Buy
11,795
+1,845
+19% +$100K 0.23% 104
2024
Q4 		$600K Buy
9,950
+560
+6% +$33.8K 0.22% 108
2024
Q3 		$541K Buy
+9,390
New +$520K 0.19% 108

Other funds holding CMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Stiles Financial Services's CMG Position: Q1 2026 in Review

Stiles Financial Services increased its Chipotle Mexican Grill (CMG) stake by 4.2% in Q1 2026, buying an estimated $22.9K and bringing the position to 15,558 shares worth $498K. The position accounts for 0.15% of the portfolio, ranked #120.

Stiles Financial Services first reported a position in CMG in Q3 2024 and has held it in 7 quarters since. The position peaked at $716K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Stiles Financial Services held 15,558 shares of Chipotle Mexican Grill worth $498K as of Q1 2026.
  • Stiles Financial Services bought 620 Chipotle Mexican Grill shares in Q1 2026, an estimated $22.9K.
  • Chipotle Mexican Grill made up 0.15% of Stiles Financial Services's portfolio in Q1 2026, its #120 holding.
  • Stiles Financial Services first reported a position in Chipotle Mexican Grill in Q3 2024 and has held it in 7 quarters since.
  • Stiles Financial Services's Chipotle Mexican Grill position peaked at $716K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.