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

Walser 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
Q1 		– Sell
-5,496
Closed -$203K – 190
2025
Q4 		$203K Buy
+5,496
New +$199K 0.11% 138

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T. Rowe Price Associates
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JP Morgan Chase
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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walser Wealth Management's CMG Position: Q1 2026 in Review

Walser Wealth Management sold out of Chipotle Mexican Grill (CMG) in Q1 2026, closing a stake of 5,496 shares — an estimated $203K sold.

Walser Wealth Management first reported a position in CMG in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 1,247 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

  • Walser Wealth Management reported no remaining Chipotle Mexican Grill position as of Q1 2026 after selling out during the quarter.
  • Walser Wealth Management sold 5,496 Chipotle Mexican Grill shares in Q1 2026, an estimated $203K.
  • Walser Wealth Management first reported a position in Chipotle Mexican Grill in Q4 2025 and held it in 1 quarter.
  • Walser Wealth Management's Chipotle Mexican Grill position peaked at $203K in Q4 2025.
  • 1,247 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Walser Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.