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Disclosery

Chevy Chase Trust Holdings, LLC: WM position timeline

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

Chevy Chase Trust Holdings, LLC held 178,789 WM 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 178,789 shares
    Change vs previous 13F -4,226 shares

    0.1% of the 13F portfolio, value $39,848,492.

    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 183,015 shares
    Change vs previous 13F -5,403 shares

    0.12% of the 13F portfolio, value $42,055,017.

    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 188,418 shares
    Change vs previous 13F -1,582 shares

    0.11% of the 13F portfolio, value $41,397,318.

    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 190,000 shares
    Change vs previous 13F -4,343 shares

    0.12% of the 13F portfolio, value $41,957,699.

    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 194,343 shares
    Change vs previous 13F +1,941 shares

    0.13% of the 13F portfolio, value $44,469,565.

    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 192,402 shares
    Change vs previous 13F -101 shares

    0.14% of the 13F portfolio, value $44,542,987.

    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 192,503 shares
    Change vs previous 13F -4,145 shares

    0.12% of the 13F portfolio, value $38,845,181.

    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 196,648 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $40,824,125.

    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).