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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Williams Jones Wealth Management's CME Position: Q1 2026 in Review

Williams Jones Wealth Management increased its CME Group (CME) stake by 16% in Q1 2026, buying an estimated $132K and bringing the position to 3,300 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #264.

Williams Jones Wealth Management first reported a position in CME in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.72M in Q3 2020. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Williams Jones Wealth Management held 3,300 shares of CME Group worth $975K as of Q1 2026.
  • Williams Jones Wealth Management bought 446 CME Group shares in Q1 2026, an estimated $132K.
  • CME Group made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Williams Jones Wealth Management first reported a position in CME Group in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's CME Group position peaked at $1.72M in Q3 2020.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.