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SYM Financial Corp’s Chipotle Mexican Grill CMG Stock Holding History

SYM Financial Corp’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 		$437K Buy
13,645
+953
+8% +$35.2K 0.04% 152
2025
Q4 		$470K Buy
12,692
+5,128
+68% +$185K 0.05% 135
2025
Q3 		$296K Sell
7,564
-11,216
-60% -$505K 0.03% 222
2025
Q2 		$1.05M Sell
18,780
-1,997
-10% -$102K 0.12% 57
2025
Q1 		$1.04M Buy
20,777
+1,380
+7% +$75.1K 0.13% 49
2024
Q4 		$1.17M Buy
+19,397
New +$1.17M 0.15% 41

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

SYM Financial Corp's CMG Position: Q1 2026 in Review

SYM Financial Corp increased its Chipotle Mexican Grill (CMG) stake by 7.5% in Q1 2026, buying an estimated $35.2K and bringing the position to 13,645 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #152.

SYM Financial Corp first reported a position in CMG in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2024. 1,243 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • SYM Financial Corp held 13,645 shares of Chipotle Mexican Grill worth $437K as of Q1 2026.
  • SYM Financial Corp bought 953 Chipotle Mexican Grill shares in Q1 2026, an estimated $35.2K.
  • Chipotle Mexican Grill made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #152 holding.
  • SYM Financial Corp first reported a position in Chipotle Mexican Grill in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's Chipotle Mexican Grill position peaked at $1.17M in Q4 2024.
  • 1,243 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.