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Wills Financial Group’s CME Group CME Stock Holding History

Wills Financial Group’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 		$624K Buy
2,826
+1
+0% +$277 0.23% 58
2026
Q1 		$839K Sell
2,825
-42
-1% -$12.5K 0.32% 50
2025
Q4 		$783K Buy
2,867
+9
+0.3% +$2.45K 0.3% 51
2025
Q3 		$772K Buy
2,858
+1
+0% +$272 0.32% 41
2025
Q2 		$787K Sell
2,857
-379
-12% -$103K 0.34% 41
2025
Q1 		$858K Sell
3,236
-315
-9% -$77.7K 0.38% 37
2024
Q4 		$825K Buy
3,551
+1
+0% +$230 0.36% 41
2024
Q3 		$783K Buy
3,550
+129
+4% +$26.7K 0.33% 45
2024
Q2 		$673K Buy
3,421
+53
+2% +$10.9K 0.31% 43
2024
Q1 		$725K Buy
3,368
+413
+14% +$86.8K 0.34% 40
2023
Q4 		$622K Sell
2,955
-15
-0.5% -$3.2K 0.31% 42
2023
Q3 		$595K Buy
2,970
+32
+1% +$6.36K 0.32% 51
2023
Q2 		$544K Sell
2,938
-79
-3% -$14.6K 0.28% 50
2023
Q1 		$578K Sell
3,017
-300
-9% -$54.2K 0.31% 47
2022
Q4 		$558K Buy
+3,317
New +$576K 0.31% 44
2014
Q3 		– Sell
-7,125
Closed -$506K – 79
2014
Q2 		$506K Sell
7,125
-1,501
-17% -$106K 0.42% 55
2014
Q1 		$638K Sell
8,626
-106
-1% -$8K 0.61% 45
2013
Q4 		$685K Buy
+8,732
New +$684K 0.7% 44

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

Wills Financial Group's CME Position: Q2 2026 in Review

Wills Financial Group increased its CME Group (CME) stake by 0.04% in Q2 2026, buying an estimated $277 and bringing the position to 2,826 shares worth $624K. The position accounts for 0.23% of the portfolio, ranked #58.

Wills Financial Group first reported a position in CME in Q4 2013 and has held it in 18 quarters since. The position peaked at $858K in Q1 2025. 1,705 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Wills Financial Group held 2,826 shares of CME Group worth $624K as of Q2 2026.
  • Wills Financial Group bought 1 CME Group share in Q2 2026, an estimated $277.
  • CME Group made up 0.23% of Wills Financial Group's portfolio in Q2 2026, its #58 holding.
  • Wills Financial Group first reported a position in CME Group in Q4 2013 and has held it in 18 quarters since.
  • Wills Financial Group's CME Group position peaked at $858K in Q1 2025.
  • 1,705 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Wills Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.