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Summit Wealth & Retirement Planning’s CME Group CME Stock Holding History

Summit Wealth & Retirement Planning’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 		$361K Hold
1,637
– – 0.08% 80
2026
Q1 		$483K Hold
1,637
– – 0.12% 65
2025
Q4 		$447K Hold
1,637
– – 0.11% 66
2025
Q3 		$442K Hold
1,637
– – 0.11% 63
2025
Q2 		$451K Buy
+1,637
New +$445K 0.12% 62

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Wealth & Retirement Planning's CME Position: Q2 2026 in Review

Summit Wealth & Retirement Planning held its CME Group (CME) position steady in Q2 2026 at 1,637 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #80.

Summit Wealth & Retirement Planning first reported a position in CME in Q2 2025 and has held it in 5 quarters since. The position peaked at $483K in Q1 2026. 1,703 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Summit Wealth & Retirement Planning held 1,637 shares of CME Group worth $361K as of Q2 2026.
  • Summit Wealth & Retirement Planning left its CME Group share count unchanged in Q2 2026.
  • CME Group made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #80 holding.
  • Summit Wealth & Retirement Planning first reported a position in CME Group in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth & Retirement Planning's CME Group position peaked at $483K in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.