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 Q2	–	Sell	-13,645	Closed	-$437K	–	542
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SYM Financial Corp's CMG Position: Q2 2026 in Review

SYM Financial Corp sold out of Chipotle Mexican Grill (CMG) in Q2 2026, closing a stake of 13,645 shares — an estimated $437K sold.

SYM Financial Corp first reported a position in CMG in Q4 2024 and held it in 6 quarters. The position peaked at $1.17M in Q4 2024. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

SYM Financial Corp reported no remaining Chipotle Mexican Grill position as of Q2 2026 after selling out during the quarter.
SYM Financial Corp sold 13,645 Chipotle Mexican Grill shares in Q2 2026, an estimated $437K.
SYM Financial Corp first reported a position in Chipotle Mexican Grill in Q4 2024 and held it in 6 quarters.
SYM Financial Corp's Chipotle Mexican Grill position peaked at $1.17M in Q4 2024.
1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.