SWGC
CMG icon

Summit Wealth Group (Colorado)’s Chipotle Mexican Grill CMG Stock Holding History

Summit Wealth Group (Colorado)’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 		$220K Sell
6,882
-168
-2% -$6.21K 0.02% 312
2025
Q4 		$261K Buy
+7,050
New +$255K 0.03% 228
2025
Q3 		– Sell
-6,404
Closed -$360K – 290
2025
Q2 		$360K Buy
+6,404
New +$326K 0.09% 163

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

Summit Wealth Group (Colorado)'s CMG Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Chipotle Mexican Grill (CMG) stake by 2.4% in Q1 2026, selling an estimated $6.21K and leaving 6,882 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #312.

Summit Wealth Group (Colorado) first reported a position in CMG in Q2 2025 and has held it in 3 quarters since. The position peaked at $360K in Q2 2025. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Summit Wealth Group (Colorado) held 6,882 shares of Chipotle Mexican Grill worth $220K as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 168 Chipotle Mexican Grill shares in Q1 2026, an estimated $6.21K.
  • Chipotle Mexican Grill made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #312 holding.
  • Summit Wealth Group (Colorado) first reported a position in Chipotle Mexican Grill in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Chipotle Mexican Grill position peaked at $360K in Q2 2025.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.