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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Wealth & Retirement Planning's CME Position: Q1 2026 in Review

Summit Wealth & Retirement Planning held its CME Group (CME) position steady in Q1 2026 at 1,637 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #65.

Summit Wealth & Retirement Planning first reported a position in CME in Q2 2025 and has held it in 4 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Summit Wealth & Retirement Planning held 1,637 shares of CME Group worth $483K as of Q1 2026.
  • Summit Wealth & Retirement Planning left its CME Group share count unchanged in Q1 2026.
  • CME Group made up 0.12% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #65 holding.
  • Summit Wealth & Retirement Planning first reported a position in CME Group in Q2 2025 and has held it in 4 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.