Skip to content

Chevy Chase Trust Holdings, LLC: MO position timeline

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

Chevy Chase Trust Holdings, LLC held 832,838 MO 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 832,838 shares
    Change vs previous 13F -19,771 shares

    0.15% of the 13F portfolio, value $59,922,693.

    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 852,609 shares
    Change vs previous 13F -25,498 shares

    0.16% of the 13F portfolio, value $56,263,668.

    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 878,107 shares
    Change vs previous 13F -7,422 shares

    0.14% of the 13F portfolio, value $50,631,650.

    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 885,529 shares
    Change vs previous 13F -33,656 shares

    0.16% of the 13F portfolio, value $58,498,046.

    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 919,185 shares
    Change vs previous 13F +4,636 shares

    0.16% of the 13F portfolio, value $53,891,816.

    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 914,549 shares
    Change vs previous 13F +18,653 shares

    0.18% of the 13F portfolio, value $54,891,231.

    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 895,896 shares
    Change vs previous 13F -26,081 shares

    0.14% of the 13F portfolio, value $46,846,401.

    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 921,977 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $47,057,706.

    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).