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Summit Wealth & Retirement Planning’s Chipotle Mexican Grill CMG Stock Holding History

Summit Wealth & Retirement Planning’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 		– Sell
-5,420
Closed -$201K – 111
2025
Q4 		$201K Hold
5,420
– – 0.05% 109
2025
Q3 		$212K Sell
5,420
-2,680
-33% -$121K 0.05% 101
2025
Q2 		$455K Hold
8,100
– – 0.12% 61
2025
Q1 		$407K Hold
8,100
– – 0.12% 51
2024
Q4 		$488K Hold
8,100
– – 0.15% 43
2024
Q3 		$467K Hold
8,100
– – 0.15% 43
2024
Q2 		$507K Hold
8,100
– – 0.17% 37
2024
Q1 		$471K Hold
8,100
– – 0.17% 38
2023
Q4 		$370K Hold
8,100
– – 0.16% 41
2023
Q3 		$297K Hold
8,100
– – 0.12% 49
2023
Q2 		$347K Hold
8,100
– – 0.14% 47
2023
Q1 		$277K Buy
+8,100
New +$255K 0.1% 88

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 & Retirement Planning's CMG Position: Q1 2026 in Review

Summit Wealth & Retirement Planning sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 5,420 shares — an estimated $201K sold.

Summit Wealth & Retirement Planning first reported a position in CMG in Q1 2023 and held it in 12 quarters. The position peaked at $507K in Q2 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Summit Wealth & Retirement Planning reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 5,420 Chipotle Mexican Grill shares in Q1 2026, an estimated $201K.
  • Summit Wealth & Retirement Planning first reported a position in Chipotle Mexican Grill in Q1 2023 and held it in 12 quarters.
  • Summit Wealth & Retirement Planning's Chipotle Mexican Grill position peaked at $507K in Q2 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

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