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Chevy Chase Trust Holdings, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on IBM, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 471,569 IBM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,569 shares
    Change vs previous 13F -7,530 shares

    0.34% of the 13F portfolio, value $132,609,918.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 479,099 shares
    Change vs previous 13F -14,199 shares

    0.33% of the 13F portfolio, value $116,128,807.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 493,298 shares
    Change vs previous 13F -1,451 shares

    0.39% of the 13F portfolio, value $146,119,800.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 494,749 shares
    Change vs previous 13F -21,474 shares

    0.38% of the 13F portfolio, value $139,598,378.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 516,223 shares
    Change vs previous 13F +11,277 shares

    0.44% of the 13F portfolio, value $152,172,215.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 504,946 shares
    Change vs previous 13F -1,493 shares

    0.4% of the 13F portfolio, value $125,559,872.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 506,439 shares
    Change vs previous 13F -7,223 shares

    0.34% of the 13F portfolio, value $111,330,486.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 513,662 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $113,560,395.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).