Skip to content

Chevy Chase Trust Holdings, LLC: SHW position timeline

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

Chevy Chase Trust Holdings, LLC held 110,950 SHW 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 110,950 shares
    Change vs previous 13F -2,994 shares

    0.1% of the 13F portfolio, value $38,202,305.

    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 113,944 shares
    Change vs previous 13F -3,249 shares

    0.11% of the 13F portfolio, value $36,524,749.

    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 117,193 shares
    Change vs previous 13F -1,146 shares

    0.1% of the 13F portfolio, value $37,974,048.

    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 118,339 shares
    Change vs previous 13F -3,447 shares

    0.11% of the 13F portfolio, value $40,976,062.

    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 121,786 shares
    Change vs previous 13F +265 shares

    0.12% of the 13F portfolio, value $41,816,441.

    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 121,521 shares
    Change vs previous 13F -396 shares

    0.14% of the 13F portfolio, value $42,433,918.

    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 121,917 shares
    Change vs previous 13F -2,845 shares

    0.13% of the 13F portfolio, value $41,443,246.

    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 124,762 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $47,617,912.

    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).