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Chevy Chase Trust Holdings, LLC: MSFT position timeline

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

Chevy Chase Trust Holdings, LLC held 4,291,848 MSFT 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 4,291,848 shares
    Change vs previous 13F -94,367 shares

    4.13% of the 13F portfolio, value $1,600,945,043.

    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 4,386,215 shares
    Change vs previous 13F -134,119 shares

    4.68% of the 13F portfolio, value $1,623,645,315.

    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 4,520,334 shares
    Change vs previous 13F -47,977 shares

    5.91% of the 13F portfolio, value $2,186,123,858.

    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 4,568,311 shares
    Change vs previous 13F -122,753 shares

    6.51% of the 13F portfolio, value $2,366,156,497.

    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 4,691,064 shares
    Change vs previous 13F +8,972 shares

    6.79% of the 13F portfolio, value $2,333,381,940.

    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 4,682,092 shares
    Change vs previous 13F -102,719 shares

    5.62% of the 13F portfolio, value $1,757,610,697.

    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 4,784,811 shares
    Change vs previous 13F -90,815 shares

    6.14% of the 13F portfolio, value $2,016,797,748.

    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 4,875,626 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $2,097,981,982.

    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).