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Disclosery

Chevy Chase Trust Holdings, LLC: PM position timeline

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

Chevy Chase Trust Holdings, LLC held 766,337 PM 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 766,337 shares
    Change vs previous 13F -7,204 shares

    0.36% of the 13F portfolio, value $138,638,028.

    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 773,541 shares
    Change vs previous 13F -22,453 shares

    0.37% of the 13F portfolio, value $127,897,269.

    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 795,994 shares
    Change vs previous 13F -5,116 shares

    0.34% of the 13F portfolio, value $127,677,438.

    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 801,110 shares
    Change vs previous 13F -31,412 shares

    0.36% of the 13F portfolio, value $129,940,041.

    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 832,522 shares
    Change vs previous 13F +10,028 shares

    0.44% of the 13F portfolio, value $151,627,232.

    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 822,494 shares
    Change vs previous 13F +2,928 shares

    0.42% of the 13F portfolio, value $130,554,473.

    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 819,566 shares
    Change vs previous 13F -17,883 shares

    0.3% of the 13F portfolio, value $98,634,769.

    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 837,449 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $101,666,308.

    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).