Walled Lake Planning & Wealth Management’s CME Group CME Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$314K	Hold	1,421	–	–	0.08%	108
2026 Q1	$420K	Hold	1,421	–	–	0.12%	86
2025 Q4	$388K	Hold	1,421	–	–	0.12%	91
2025 Q3	$384K	Hold	1,421	–	–	0.13%	90
2025 Q2	$392K	Hold	1,421	–	–	0.13%	87
2025 Q1	$377K	Hold	1,421	–	–	0.13%	84
2024 Q4	$330K	Hold	1,421	–	–	0.12%	101
2024 Q3	$314K	Hold	1,421	–	–	0.12%	96
2024 Q2	$279K	Sell	1,421 -517	-27%	-$107K	0.11%	95
2024 Q1	$417K	Hold	1,938	–	–	0.17%	66
2023 Q4	$408K	Hold	1,938	–	–	0.19%	54
2023 Q3	$388K	Hold	1,938	–	–	0.19%	51
2023 Q2	$359K	Hold	1,938	–	–	0.17%	56
2023 Q1	$371K	Buy	+1,938	New	+$350K	0.19%	54
2022 Q4	–	Sell	-1,938	Closed	-$343K	–	58
2022 Q3	$343K	Buy	1,938 +517	+36%	+$102K	0.24%	47
2022 Q2	$291K	Sell	1,421 -21	-1%	-$4.45K	0.2%	54
2022 Q1	$343K	Buy	1,442 +21	+1%	+$4.93K	0.2%	56
2021 Q4	$325K	Hold	1,421	–	–	0.19%	64
2021 Q3	$275K	Hold	1,421	–	–	0.17%	63
2021 Q2	$302K	Hold	1,421	–	–	0.2%	61
2021 Q1	$290K	Hold	1,421	–	–	0.2%	56
2020 Q4	$259K	Hold	1,421	–	–	0.2%	62
2020 Q3	$238K	Hold	1,421	–	–	0.19%	57
2020 Q2	$231K	Hold	1,421	–	–	0.19%	57
2020 Q1	$246K	Hold	1,421	–	–	0.22%	51
2019 Q4	$285K	Buy	+1,421	New	+$292K	0.21%	50

Other funds holding CME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Walled Lake Planning & Wealth Management's CME Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its CME Group (CME) position steady in Q2 2026 at 1,421 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #108.

Walled Lake Planning & Wealth Management first reported a position in CME in Q4 2019 and has held it in 26 quarters since. The position peaked at $420K in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

Walled Lake Planning & Wealth Management held 1,421 shares of CME Group worth $314K as of Q2 2026.
Walled Lake Planning & Wealth Management left its CME Group share count unchanged in Q2 2026.
CME Group made up 0.08% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #108 holding.
Walled Lake Planning & Wealth Management first reported a position in CME Group in Q4 2019 and has held it in 26 quarters since.
Walled Lake Planning & Wealth Management's CME Group position peaked at $420K in Q1 2026.
1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.