Trueblood Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Trueblood 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 Q2	$209K	Buy	+6,160	New	+$201K	0.07%	255
2026 Q1	–	Sell	-6,295	Closed	-$233K	–	259
2025 Q4	$233K	Buy	6,295 +592	+10%	+$21.4K	0.09%	229
2025 Q3	$224K	Buy	5,703 +253	+5%	+$11.4K	0.09%	241
2025 Q2	$306K	Buy	5,450 +6	+0.1%	+$305	0.13%	198
2025 Q1	$273K	Buy	5,444 +3	+0.1%	+$163	0.13%	198
2024 Q4	$328K	Buy	5,441 +882	+19%	+$53.2K	0.16%	174
2024 Q3	$263K	Buy	4,559 +559	+14%	+$30.9K	0.13%	190
2024 Q2	$251K	Hold	4,000	–	–	0.14%	189
2024 Q1	$233K	Sell	4,000 -1,150	-22%	-$58.8K	0.13%	196
2023 Q4	$236K	Buy	+5,150	New	+$214K	0.15%	178

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

Trueblood Wealth Management's CMG Position: Q2 2026 in Review

Trueblood Wealth Management opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 6,160 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #255 among its holdings. This is a return to the name: Trueblood Wealth Management previously reported a position in CMG as recently as Q4 2025.

Trueblood Wealth Management first reported a position in CMG in Q4 2023 and has held it in 10 quarters since. The position peaked at $328K in Q4 2024. 1,190 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

Trueblood Wealth Management held 6,160 shares of Chipotle Mexican Grill worth $209K as of Q2 2026.
Chipotle Mexican Grill was a new Trueblood Wealth Management position in Q2 2026.
Chipotle Mexican Grill made up 0.07% of Trueblood Wealth Management's portfolio in Q2 2026, its #255 holding.
Trueblood Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2023 and has held it in 10 quarters since.
Trueblood Wealth Management's Chipotle Mexican Grill position peaked at $328K in Q4 2024.
1,190 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.