Chevy Chase Trust’s IBM IBM Stock Holding History

Chevy Chase Trust’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$116M	Sell	479,099 -14,199	-3%	-$3.84M	0.33%	60
2025 Q4	$146M	Sell	493,298 -1,451	-0.3%	-$435K	0.39%	44
2025 Q3	$140M	Sell	494,749 -21,474	-4%	-$5.62M	0.38%	40
2025 Q2	$152M	Buy	516,223 +11,277	+2%	+$2.91M	0.44%	36
2025 Q1	$126M	Sell	504,946 -1,493	-0.3%	-$365K	0.4%	44
2024 Q4	$111M	Sell	506,439 -7,223	-1%	-$1.61M	0.34%	51
2024 Q3	$114M	Sell	513,662 -8,204	-2%	-$1.61M	0.35%	53
2024 Q2	$90.3M	Sell	521,866 -5,682	-1%	-$987K	0.29%	68
2024 Q1	$101M	Buy	527,548 +3,534	+0.7%	+$645K	0.33%	63
2023 Q4	$85.7M	Sell	524,014 -65	-0%	-$9.82K	0.31%	70
2023 Q3	$73.5M	Sell	524,079 -9,487	-2%	-$1.35M	0.29%	73
2023 Q2	$71.4M	Sell	533,566 -5,246	-1%	-$677K	0.27%	84
2023 Q1	$70.6M	Buy	538,812 +5,115	+1%	+$684K	0.28%	86
2022 Q4	$75.2M	Sell	533,697 -32,573	-6%	-$4.49M	0.32%	76
2022 Q3	$67.3M	Buy	566,270 +9,410	+2%	+$1.23M	0.29%	79
2022 Q2	$78.6M	Buy	556,860 +3,306	+0.6%	+$446K	0.33%	74
2022 Q1	$72M	Sell	553,554 -401	-0.1%	-$52.3K	0.25%	96
2021 Q4	$74M	Sell	553,955 -37,179	-6%	-$4.66M	0.24%	95
2021 Q3	$78.5M	Sell	591,134 -19,750	-3%	-$2.64M	0.27%	89
2021 Q2	$85.6M	Sell	610,884 -31,299	-5%	-$4.28M	0.29%	85
2021 Q1	$81.8M	Sell	642,183 -43,007	-6%	-$5.15M	0.29%	84
2020 Q4	$82.5M	Sell	685,190 -21,370	-3%	-$2.47M	0.29%	82
2020 Q3	$82.2M	Sell	706,560 -54,317	-7%	-$6.39M	0.32%	75
2020 Q2	$87.8M	Sell	760,877 -40,467	-5%	-$4.7M	0.36%	66
2020 Q1	$85M	Buy	801,344 +12,381	+2%	+$1.57M	0.4%	63
2019 Q4	$101M	Sell	788,963 -616	-0.1%	-$80.1K	0.38%	64
2019 Q3	$110M	Sell	789,579 -1,472	-0.2%	-$199K	0.45%	48
2019 Q2	$104M	Sell	791,051 -3,997	-0.5%	-$525K	0.43%	53
2019 Q1	$107M	Sell	795,048 -20,253	-2%	-$2.58M	0.44%	50
2018 Q4	$88.6M	Buy	815,301 +2,181	+0.3%	+$262K	0.43%	52
2018 Q3	$118M	Buy	813,120 +30,517	+4%	+$4.26M	0.49%	45
2018 Q2	$105M	Sell	782,603 -6,313	-0.8%	-$880K	0.45%	52
2018 Q1	$116M	Sell	788,916 -23,467	-3%	-$3.55M	0.51%	41
2017 Q4	$119M	Sell	812,383 -9,774	-1%	-$1.42M	0.51%	42
2017 Q3	$114M	Buy	822,157 +18,064	+2%	+$2.52M	0.52%	43
2017 Q2	$118M	Sell	804,093 -4,684	-0.6%	-$706K	0.57%	39
2017 Q1	$135M	Buy	808,777 +16,460	+2%	+$2.76M	0.66%	32
2016 Q4	$126M	Sell	792,317 -3,323	-0.4%	-$506K	0.67%	31
2016 Q3	$121M	Sell	795,640 -33,504	-4%	-$5.08M	0.66%	33
2016 Q2	$120M	Buy	829,144 +8,055	+1%	+$1.15M	0.67%	33
2016 Q1	$119M	Buy	821,089 +9,057	+1%	+$1.16M	0.68%	32
2015 Q4	$107M	Sell	812,032 -13,427	-2%	-$1.8M	0.63%	36
2015 Q3	$114M	Buy	825,459 +9,350	+1%	+$1.38M	0.71%	30
2015 Q2	$127M	Buy	816,109 +1,610	+0.2%	+$259K	0.76%	27
2015 Q1	$125M	Buy	814,499 +17,002	+2%	+$2.58M	0.75%	24
2014 Q4	$122M	Sell	797,497 -31,070	-4%	-$4.94M	0.76%	25
2014 Q3	$150M	Buy	828,567 +25,317	+3%	+$4.61M	0.97%	16
2014 Q2	$139M	Sell	803,250 -38,780	-5%	-$6.98M	0.97%	15
2014 Q1	$155M	Sell	842,030 -58,811	-7%	-$10.4M	1.11%	13
2013 Q4	$162M	Sell	900,841 -7,776	-0.9%	-$1.34M	1.18%	11
2013 Q3	$161M	Buy	908,617 +7,687	+0.9%	+$1.4M	1.31%	10
2013 Q2	$165M	Buy	+900,930	New	+$175M	1.44%	10

Other funds holding IBM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Chevy Chase Trust reduced its IBM (IBM) stake by 2.9% in Q1 2026, selling an estimated $3.84M and leaving 479,099 shares worth $116M. The position accounts for 0.33% of the portfolio, ranked #60.

Chevy Chase Trust first reported a position in IBM in Q2 2013 and has held it in 52 quarters since. The position peaked at $165M in Q2 2013. 3,465 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

Chevy Chase Trust held 479,099 shares of IBM worth $116M as of Q1 2026.
Chevy Chase Trust sold 14,199 IBM shares in Q1 2026, an estimated $3.84M.
IBM made up 0.33% of Chevy Chase Trust's portfolio in Q1 2026, its #60 holding.
Chevy Chase Trust first reported a position in IBM in Q2 2013 and has held it in 52 quarters since.
Chevy Chase Trust's IBM position peaked at $165M in Q2 2013.
3,465 funds tracked by Wall St. Rank held IBM as of Q1 2026.

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