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Chevy Chase Trust Holdings, LLC: WMT position timeline

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

Chevy Chase Trust Holdings, LLC held 2,142,845 WMT 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 2,142,845 shares
    Change vs previous 13F -41,814 shares

    0.63% of the 13F portfolio, value $242,698,625.

    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 2,184,659 shares
    Change vs previous 13F -62,657 shares

    0.78% of the 13F portfolio, value $271,509,421.

    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 2,247,316 shares
    Change vs previous 13F -10,855 shares

    0.68% of the 13F portfolio, value $250,373,476.

    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 2,258,171 shares
    Change vs previous 13F -46,902 shares

    0.64% of the 13F portfolio, value $232,727,103.

    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 2,305,073 shares
    Change vs previous 13F +12,749 shares

    0.66% of the 13F portfolio, value $225,390,038.

    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 2,292,324 shares
    Change vs previous 13F -4,884 shares

    0.64% of the 13F portfolio, value $201,243,124.

    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 2,297,208 shares
    Change vs previous 13F -51,605 shares

    0.63% of the 13F portfolio, value $207,552,743.

    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 2,348,813 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $189,666,651.

    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).