Chevy Chase Trust
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Chevy Chase Trust’s Ingersoll Rand IR Stock Holding History

Chevy Chase Trust’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14M Sell
175,342
-6,953
-4% -$614K 0.04% 339
2025
Q4 		$14.4M Sell
182,295
-2,288
-1% -$181K 0.04% 328
2025
Q3 		$15.3M Sell
184,583
-28,627
-13% -$2.35M 0.04% 320
2025
Q2 		$17.7M Buy
213,210
+1,919
+0.9% +$151K 0.05% 287
2025
Q1 		$16.9M Sell
211,291
-202
-0.1% -$17.6K 0.05% 288
2024
Q4 		$19.1M Sell
211,493
-4,855
-2% -$483K 0.06% 267
2024
Q3 		$21.2M Sell
216,348
-3,916
-2% -$364K 0.07% 255
2024
Q2 		$20M Sell
220,264
-3,888
-2% -$357K 0.06% 255
2024
Q1 		$21.3M Sell
224,152
-2,367
-1% -$202K 0.07% 251
2023
Q4 		$17.5M Sell
226,519
-1,191
-0.5% -$81.4K 0.06% 277
2023
Q3 		$14.5M Sell
227,710
-5,398
-2% -$359K 0.06% 290
2023
Q2 		$15.2M Sell
233,108
-2,599
-1% -$154K 0.06% 301
2023
Q1 		$13.7M Buy
235,707
+2,415
+1% +$136K 0.05% 314
2022
Q4 		$12.2M Sell
233,292
-13,292
-5% -$679K 0.05% 328
2022
Q3 		$10.7M Buy
246,584
+1,045
+0.4% +$49.2K 0.05% 355
2022
Q2 		$10.3M Sell
245,539
-459
-0.2% -$20.9K 0.04% 364
2022
Q1 		$12.4M Buy
245,998
+614
+0.3% +$32.9K 0.04% 362
2021
Q4 		$15.2M Sell
245,384
-4,335
-2% -$247K 0.05% 329
2021
Q3 		$12.6M Buy
249,719
+10,892
+5% +$554K 0.04% 362
2021
Q2 		$11.7M Sell
238,827
-12,255
-5% -$601K 0.04% 388
2021
Q1 		$12.4M Sell
251,082
-18,140
-7% -$839K 0.04% 370
2020
Q4 		$12.3M Sell
269,222
-6,676
-2% -$276K 0.04% 359
2020
Q3 		$9.82M Sell
275,898
-3,050
-1% -$102K 0.04% 374
2020
Q2 		$7.84M Buy
+278,948
New +$7.88M 0.03% 419

Other funds holding IR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Chevy Chase Trust reduced its Ingersoll Rand (IR) stake by 3.8% in Q1 2026, selling an estimated $614K and leaving 175,342 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #339.

Chevy Chase Trust first reported a position in IR in Q2 2020 and has held it in 24 quarters since. The position peaked at $21.3M in Q1 2024. 896 funds tracked by Wall St. Rank hold IR as of Q1 2026.

  • Chevy Chase Trust held 175,342 shares of Ingersoll Rand worth $14M as of Q1 2026.
  • Chevy Chase Trust sold 6,953 Ingersoll Rand shares in Q1 2026, an estimated $614K.
  • Ingersoll Rand made up 0.04% of Chevy Chase Trust's portfolio in Q1 2026, its #339 holding.
  • Chevy Chase Trust first reported a position in Ingersoll Rand in Q2 2020 and has held it in 24 quarters since.
  • Chevy Chase Trust's Ingersoll Rand position peaked at $21.3M in Q1 2024.
  • 896 funds tracked by Wall St. Rank held Ingersoll Rand as of Q1 2026.

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