Tower View Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Tower View Wealth Management’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 Q3	$16K	Hold	500	–	–	0.01%	133
2026 Q2	$17K	Hold	500	–	–	0.01%	139
2026 Q1	$16K	Hold	500	–	–	0.01%	135
2025 Q4	$18.5K	Hold	500	–	–	0.01%	112
2025 Q3	$19.6K	Hold	500	–	–	0.01%	108
2025 Q2	$28.1K	Hold	500	–	–	0.01%	111
2025 Q1	$25.1K	Hold	500	–	–	0.01%	96
2024 Q4	$30.2K	Hold	500	–	–	0.02%	96
2024 Q3	$28.8K	Hold	500	–	–	0.02%	95
2024 Q2	$31.3K	Hold	500	–	–	0.02%	92
2024 Q1	$29.1K	Hold	500	–	–	0.02%	97
2023 Q4	$23K	Hold	500	–	–	0.01%	99
2023 Q3	$18K	Buy	+500	New	+$19.5K	0.01%	103

Other funds holding CMG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Tower View Wealth Management's CMG Position: Q3 2026 in Review

Tower View Wealth Management held its Chipotle Mexican Grill (CMG) position steady in Q3 2026 at 500 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #133.

Tower View Wealth Management first reported a position in CMG in Q3 2023 and has held it in 13 quarters since. The position peaked at $31.3K in Q2 2024. 568 funds tracked by Wall St. Rank hold CMG as of Q3 2026.

Tower View Wealth Management held 500 shares of Chipotle Mexican Grill worth $16K as of Q3 2026.
Tower View Wealth Management left its Chipotle Mexican Grill share count unchanged in Q3 2026.
Chipotle Mexican Grill made up 0.01% of Tower View Wealth Management's portfolio in Q3 2026, its #133 holding.
Tower View Wealth Management first reported a position in Chipotle Mexican Grill in Q3 2023 and has held it in 13 quarters since.
Tower View Wealth Management's Chipotle Mexican Grill position peaked at $31.3K in Q2 2024.
568 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2026.

Based on Tower View Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.