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Williams Jones Wealth Management’s CME Group CME Stock Holding History

Williams Jones 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 		$651K Sell
2,950
-350
-11% -$96.8K 0.01% 337
2026
Q1 		$975K Buy
3,300
+446
+16% +$132K 0.01% 264
2025
Q4 		$779K Buy
2,854
+966
+51% +$262K 0.01% 293
2025
Q3 		$510K Hold
1,888
– – 0.01% 347
2025
Q2 		$520K Hold
1,888
– – 0.01% 342
2025
Q1 		$501K Sell
1,888
-2,700
-59% -$666K 0.01% 333
2024
Q4 		$1.07M Sell
4,588
-1
-0% -$230 0.01% 249
2024
Q3 		$1.01M Sell
4,589
-2
-0% -$414 0.01% 260
2024
Q2 		$903K Sell
4,591
-1,075
-19% -$222K 0.01% 265
2024
Q1 		$1.22M Hold
5,666
– – 0.02% 244
2023
Q4 		$1.19M Buy
5,666
+2,675
+89% +$571K 0.02% 241
2023
Q3 		$599K Sell
2,991
-6
-0.2% -$1.19K 0.01% 315
2023
Q2 		$555K Sell
2,997
-455
-13% -$84.1K 0.01% 328
2023
Q1 		$661K Sell
3,452
-1,895
-35% -$343K 0.01% 325
2022
Q4 		$899K Sell
5,347
-10
-0.2% -$1.74K 0.02% 284
2022
Q3 		$949K Sell
5,357
-59
-1% -$11.7K 0.02% 275
2022
Q2 		$1.11M Buy
5,416
+1,065
+24% +$226K 0.02% 258
2022
Q1 		$1.03M Sell
4,351
-1,364
-24% -$320K 0.01% 257
2021
Q4 		$1.31M Sell
5,715
-550
-9% -$121K 0.02% 240
2021
Q3 		$1.21M Sell
6,265
-76
-1% -$15.4K 0.02% 232
2021
Q2 		$1.35M Sell
6,341
-15
-0.2% -$3.17K 0.02% 228
2021
Q1 		$1.3M Sell
6,356
-2,320
-27% -$457K 0.02% 220
2020
Q4 		$1.58M Sell
8,676
-1,610
-16% -$274K 0.03% 202
2020
Q3 		$1.72M Sell
10,286
-255
-2% -$43K 0.03% 173
2020
Q2 		$1.71M Buy
10,541
+1,885
+22% +$338K 0.04% 166
2020
Q1 		$1.5M Buy
8,656
+6,105
+239% +$1.22M 0.04% 148
2019
Q4 		$512K Buy
2,551
+75
+3% +$15.4K 0.01% 274
2019
Q3 		$523K Buy
+2,476
New +$517K 0.01% 265

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Williams Jones Wealth Management's CME Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its CME Group (CME) stake by 11% in Q2 2026, selling an estimated $96.8K and leaving 2,950 shares worth $651K. The position accounts for 0.01% of the portfolio, ranked #337.

Williams Jones Wealth Management first reported a position in CME in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.72M in Q3 2020. 1,707 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Williams Jones Wealth Management held 2,950 shares of CME Group worth $651K as of Q2 2026.
  • Williams Jones Wealth Management sold 350 CME Group shares in Q2 2026, an estimated $96.8K.
  • CME Group made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #337 holding.
  • Williams Jones Wealth Management first reported a position in CME Group in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's CME Group position peaked at $1.72M in Q3 2020.
  • 1,707 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.