Chevy Chase Trust’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.28B Sell
8,981,425
-266,676
-3% -$69.4M 6.57% 2
2025
Q4
$2.51B Sell
9,248,101
-108,481
-1% -$29.1M 6.79% 2
2025
Q3
$2.38B Sell
9,356,582
-323,185
-3% -$73M 6.55% 2
2025
Q2
$1.99B Sell
9,679,767
-59,900
-0.6% -$12.1M 5.78% 3
2025
Q1
$2.16B Sell
9,739,667
-89,973
-0.9% -$20.8M 6.92% 1
2024
Q4
$2.46B Sell
9,829,640
-231,951
-2% -$54.7M 7.49% 1
2024
Q3
$2.34B Buy
10,061,591
+332,081
+3% +$74.2M 7.19% 1
2024
Q2
$2.05B Sell
9,729,510
-182,049
-2% -$33.9M 6.54% 3
2024
Q1
$1.7B Sell
9,911,559
-164,822
-2% -$30M 5.56% 2
2023
Q4
$1.94B Sell
10,076,381
-112,285
-1% -$20.7M 6.94% 1
2023
Q3
$1.74B Sell
10,188,666
-235,159
-2% -$43.1M 6.89% 1
2023
Q2
$2.02B Sell
10,423,825
-165,158
-2% -$28.8M 7.57% 1
2023
Q1
$1.75B Sell
10,588,983
-53,039
-0.5% -$7.83M 6.91% 1
2022
Q4
$1.38B Sell
10,642,022
-841,765
-7% -$120M 5.88% 1
2022
Q3
$1.59B Buy
11,483,787
+10,109
+0.1% +$1.59M 6.78% 1
2022
Q2
$1.57B Sell
11,473,678
-143,988
-1% -$21.8M 6.49% 1
2022
Q1
$2.03B Sell
11,617,666
-218,453
-2% -$36.7M 6.99% 1
2021
Q4
$2.1B Sell
11,836,119
-319,963
-3% -$50.6M 6.78% 1
2021
Q3
$1.72B Sell
12,156,082
-363,883
-3% -$53.6M 5.99% 1
2021
Q2
$1.71B Sell
12,519,965
-553,355
-4% -$71.7M 5.83% 1
2021
Q1
$1.6B Sell
13,073,320
-993,156
-7% -$127M 5.69% 1
2020
Q4
$1.87B Sell
14,066,476
-468,891
-3% -$56.4M 6.65% 1
2020
Q3
$1.68B Sell
14,535,367
-1,128,101
-7% -$123M 6.65% 1
2020
Q2
$1.43B Sell
15,663,468
-1,123,672
-7% -$87.1M 5.79% 2
2020
Q1
$1.07B Buy
16,787,140
+133,536
+0.8% +$9.82M 4.97% 2
2019
Q4
$1.22B Sell
16,653,604
-296,448
-2% -$19.1M 4.63% 1
2019
Q3
$949M Sell
16,950,052
-315,248
-2% -$16.5M 3.89% 2
2019
Q2
$854M Sell
17,265,300
-365,944
-2% -$17.8M 3.54% 2
2019
Q1
$884M Buy
17,631,244
+144,704
+0.8% +$6.14M 3.65% 2
2018
Q4
$690M Sell
17,486,540
-225,524
-1% -$10.9M 3.36% 2
2018
Q3
$1,000M Sell
17,712,064
-1,485,624
-8% -$77.4M 4.14% 1
2018
Q2
$888M Sell
19,197,688
-562,076
-3% -$25.5M 3.85% 1
2018
Q1
$829M Sell
19,759,764
-604,372
-3% -$26M 3.68% 1
2017
Q4
$862M Sell
20,364,136
-158,556
-0.8% -$6.63M 3.71% 1
2017
Q3
$791M Buy
20,522,692
+125,612
+0.6% +$4.87M 3.58% 1
2017
Q2
$734M Sell
20,397,080
-302,616
-1% -$11.2M 3.51% 1
2017
Q1
$743M Buy
20,699,696
+264,152
+1% +$8.7M 3.65% 1
2016
Q4
$592M Sell
20,435,544
-154,676
-0.8% -$4.39M 3.14% 1
2016
Q3
$582M Sell
20,590,220
-674,976
-3% -$17.9M 3.18% 1
2016
Q2
$508M Buy
21,265,196
+80,280
+0.4% +$2M 2.83% 1
2016
Q1
$577M Buy
21,184,916
+610,992
+3% +$15.2M 3.3% 1
2015
Q4
$541M Sell
20,573,924
-326,408
-2% -$9.33M 3.18% 1
2015
Q3
$576M Buy
20,900,332
+605,324
+3% +$17.8M 3.6% 1
2015
Q2
$636M Buy
20,295,008
+171,996
+0.9% +$5.5M 3.81% 1
2015
Q1
$626M Buy
20,123,012
+728,076
+4% +$22M 3.78% 1
2014
Q4
$535M Sell
19,394,936
-345,676
-2% -$9.4M 3.35% 1
2014
Q3
$497M Buy
19,740,612
+1,252,780
+7% +$30.7M 3.22% 1
2014
Q2
$430M Sell
18,487,832
-862,296
-4% -$18.3M 2.99% 1
2014
Q1
$371M Sell
19,350,128
-82,320
-0.4% -$1.57M 2.66% 1
2013
Q4
$389M Buy
19,432,448
+116,928
+0.6% +$2.21M 2.85% 1
2013
Q3
$329M Sell
19,315,520
-434,784
-2% -$7.21M 2.68% 1
2013
Q2
$280M Buy
+19,750,304
New +$304M 2.45% 2

Other funds holding AAPL

Chevy Chase Trust's AAPL Position: Q1 2026 in Review

Chevy Chase Trust reduced its Apple (AAPL) stake by 2.9% in Q1 2026, selling an estimated $69.4M and leaving 8,981,425 shares worth $2.28B. The position accounts for 6.57% of the portfolio, ranked #2.

Chevy Chase Trust first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.51B in Q4 2025. 6,078 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Chevy Chase Trust held 8,981,425 shares of Apple worth $2.28B as of Q1 2026.
  • Chevy Chase Trust sold 266,676 Apple shares in Q1 2026, an estimated $69.4M.
  • Apple made up 6.57% of Chevy Chase Trust's portfolio in Q1 2026, its #2 holding.
  • Chevy Chase Trust first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Apple position peaked at $2.51B in Q4 2025.
  • 6,078 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.