Wealthspire Advisors (New York)’s Chipotle Mexican Grill CMG Stock Holding History

Wealthspire Advisors (New York)’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	$4.86M	Buy	151,700 +138,647	+1,062%	+$5.13M	0.04%	166
2025 Q4	$483K	Buy	13,053 +3,607	+38%	+$130K	﹤0.01%	619
2025 Q3	$370K	Sell	9,446 -3,018	-24%	-$136K	﹤0.01%	609
2025 Q2	$700K	Buy	12,464 +609	+5%	+$31K	﹤0.01%	456
2025 Q1	$595K	Sell	11,855 -54	-0.5%	-$2.94K	﹤0.01%	476
2024 Q4	$718K	Buy	11,909 +1,786	+18%	+$108K	0.01%	431
2024 Q3	$583K	Buy	10,123 +1,113	+12%	+$61.6K	0.01%	459
2024 Q2	$564K	Buy	9,010 +760	+9%	+$47.2K	0.01%	407
2024 Q1	$480K	Sell	8,250 -350	-4%	-$17.9K	0.01%	436
2023 Q4	$393K	Buy	8,600 +2,400	+39%	+$99.9K	0.01%	458
2023 Q3	$227K	Sell	6,200 -50	-0.8%	-$1.95K	﹤0.01%	540
2023 Q2	$267K	Buy	+6,250	New	+$247K	﹤0.01%	473
2022 Q1	–	Sell	-7,250	Closed	-$253K	–	455
2021 Q4	$253K	Sell	7,250 -5,150	-42%	-$181K	0.01%	464
2021 Q3	$451K	Sell	12,400 -36,950	-75%	-$1.34M	0.01%	376
2021 Q2	$1.53M	Sell	49,350 -10,000	-17%	-$285K	0.04%	127
2021 Q1	$1.69M	Buy	59,350 +6,650	+13%	+$192K	0.04%	191
2020 Q4	$1.46M	Buy	+52,700	New	+$1.38M	0.04%	164
2020 Q2	–	Sell	-228,700	Closed	-$2.99M	–	318
2020 Q1	$2.99M	Buy	+228,700	New	+$3.62M	0.13%	93
2019 Q1	–	Sell	-800	Closed	-$7K	–	192
2018 Q4	$7K	Buy	+800	New	+$7.23K	﹤0.01%	581

Other funds holding CMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s CMG Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Chipotle Mexican Grill (CMG) stake by 1,062% in Q1 2026, buying an estimated $5.13M and bringing the position to 151,700 shares worth $4.86M. The position accounts for 0.04% of the portfolio, ranked #166.

Wealthspire Advisors (New York) first reported a position in CMG in Q4 2018 and has held it in 19 quarters since. 1,245 funds tracked by Wall St. Rank hold CMG as of Q1 2026.

Wealthspire Advisors (New York) held 151,700 shares of Chipotle Mexican Grill worth $4.86M as of Q1 2026.
Wealthspire Advisors (New York) bought 138,647 Chipotle Mexican Grill shares in Q1 2026, an estimated $5.13M.
Chipotle Mexican Grill made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #166 holding.
Wealthspire Advisors (New York) first reported a position in Chipotle Mexican Grill in Q4 2018 and has held it in 19 quarters since.
1,245 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.