WFG
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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
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 $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

Wills Financial Group's CME Position: Q1 2026 in Review

Wills Financial Group reduced its CME Group (CME) stake by 1.5% in Q1 2026, selling an estimated $12.5K and leaving 2,825 shares worth $839K. The position accounts for 0.32% of the portfolio, ranked #50.

Wills Financial Group first reported a position in CME in Q4 2013 and has held it in 17 quarters since. The position peaked at $858K in Q1 2025. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Wills Financial Group held 2,825 shares of CME Group worth $839K as of Q1 2026.
  • Wills Financial Group sold 42 CME Group shares in Q1 2026, an estimated $12.5K.
  • CME Group made up 0.32% of Wills Financial Group's portfolio in Q1 2026, its #50 holding.
  • Wills Financial Group first reported a position in CME Group in Q4 2013 and has held it in 17 quarters since.
  • Wills Financial Group's CME Group position peaked at $858K in Q1 2025.
  • 1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.