Chevy Chase Trust
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Chevy Chase Trust’s M&T Bank MTB Stock Holding History

Chevy Chase Trust’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.6M Sell
75,254
-3,143
-4% -$676K 0.04% 315
2025
Q4 		$15.8M Sell
78,397
-2,004
-2% -$383K 0.04% 315
2025
Q3 		$15.9M Sell
80,401
-5,033
-6% -$988K 0.04% 312
2025
Q2 		$16.6M Sell
85,434
-2,234
-3% -$394K 0.05% 295
2025
Q1 		$15.7M Sell
87,668
-61
-0.1% -$11.6K 0.05% 303
2024
Q4 		$16.5M Sell
87,729
-2,467
-3% -$490K 0.05% 299
2024
Q3 		$16.1M Sell
90,196
-1,550
-2% -$257K 0.05% 314
2024
Q2 		$13.9M Sell
91,746
-932
-1% -$136K 0.04% 324
2024
Q1 		$13.5M Sell
92,678
-678
-0.7% -$93.9K 0.04% 333
2023
Q4 		$12.8M Sell
93,356
-744
-0.8% -$93.5K 0.05% 331
2023
Q3 		$11.9M Sell
94,100
-2,221
-2% -$290K 0.05% 327
2023
Q2 		$11.9M Sell
96,321
-3,658
-4% -$443K 0.04% 340
2023
Q1 		$12M Sell
99,979
-1,328
-1% -$193K 0.05% 337
2022
Q4 		$14.7M Sell
101,307
-7,450
-7% -$1.22M 0.06% 289
2022
Q3 		$19.2M Sell
108,757
-1,121
-1% -$198K 0.08% 227
2022
Q2 		$17.5M Buy
109,878
+30,397
+38% +$5.11M 0.07% 252
2022
Q1 		$13.5M Buy
79,481
+206
+0.3% +$36.3K 0.05% 343
2021
Q4 		$12.2M Sell
79,275
-1,833
-2% -$281K 0.04% 383
2021
Q3 		$12.1M Sell
81,108
-3,072
-4% -$426K 0.04% 377
2021
Q2 		$12.2M Sell
84,180
-4,353
-5% -$680K 0.04% 374
2021
Q1 		$13.4M Sell
88,533
-6,018
-6% -$887K 0.05% 348
2020
Q4 		$12M Sell
94,551
-2,969
-3% -$338K 0.04% 361
2020
Q3 		$8.98M Sell
97,520
-8,100
-8% -$828K 0.04% 392
2020
Q2 		$11M Sell
105,620
-9,329
-8% -$985K 0.04% 349
2020
Q1 		$11.9M Buy
114,949
+1,606
+1% +$236K 0.06% 301
2019
Q4 		$19.2M Sell
113,343
-1,361
-1% -$221K 0.07% 268
2019
Q3 		$18.1M Sell
114,704
-2,427
-2% -$382K 0.07% 274
2019
Q2 		$19.9M Sell
117,131
-1,469
-1% -$243K 0.08% 252
2019
Q1 		$20.1M Sell
118,600
-103
-0.1% -$16.9K 0.08% 247
2018
Q4 		$17M Sell
118,703
-2,847
-2% -$455K 0.08% 247
2018
Q3 		$20M Sell
121,550
-4,133
-3% -$717K 0.08% 249
2018
Q2 		$21.4M Sell
125,683
-4,748
-4% -$851K 0.09% 229
2018
Q1 		$24M Sell
130,431
-3,483
-3% -$649K 0.11% 217
2017
Q4 		$22.9M Sell
133,914
-2,191
-2% -$364K 0.1% 230
2017
Q3 		$21.9M Sell
136,105
-57
-0% -$8.96K 0.1% 235
2017
Q2 		$22.1M Sell
136,162
-350
-0.3% -$55.2K 0.11% 224
2017
Q1 		$21.1M Buy
136,512
+3,343
+3% +$541K 0.1% 232
2016
Q4 		$20.8M Sell
133,169
-1,229
-0.9% -$166K 0.11% 217
2016
Q3 		$15.6M Sell
134,398
-5,008
-4% -$582K 0.09% 266
2016
Q2 		$16.5M Buy
139,406
+1,585
+1% +$184K 0.09% 251
2016
Q1 		$15.3M Sell
137,821
-146
-0.1% -$15.8K 0.09% 264
2015
Q4 		$16.7M Buy
137,967
+22,793
+20% +$2.78M 0.1% 239
2015
Q3 		$14M Buy
115,174
+4,005
+4% +$501K 0.09% 267
2015
Q2 		$13.9M Buy
111,169
+1,093
+1% +$135K 0.08% 272
2015
Q1 		$14M Buy
110,076
+4,496
+4% +$544K 0.08% 280
2014
Q4 		$13.3M Sell
105,580
-823
-0.8% -$101K 0.08% 277
2014
Q3 		$13.1M Buy
106,403
+7,148
+7% +$880K 0.08% 261
2014
Q2 		$12.3M Sell
99,255
-1,409
-1% -$172K 0.09% 267
2014
Q1 		$12.2M Buy
100,664
+55
+0.1% +$6.35K 0.09% 263
2013
Q4 		$11.7M Buy
100,609
+1,344
+1% +$153K 0.09% 268
2013
Q3 		$11.1M Buy
99,265
+8,989
+10% +$1.04M 0.09% 264
2013
Q2 		$10.1M Buy
+90,276
New +$9.3M 0.09% 270

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Chevy Chase Trust reduced its M&T Bank (MTB) stake by 4% in Q1 2026, selling an estimated $676K and leaving 75,254 shares worth $15.6M. The position accounts for 0.04% of the portfolio, ranked #315.

Chevy Chase Trust first reported a position in MTB in Q2 2013 and has held it in 52 quarters since. The position peaked at $24M in Q1 2018. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Chevy Chase Trust held 75,254 shares of M&T Bank worth $15.6M as of Q1 2026.
  • Chevy Chase Trust sold 3,143 M&T Bank shares in Q1 2026, an estimated $676K.
  • M&T Bank made up 0.04% of Chevy Chase Trust's portfolio in Q1 2026, its #315 holding.
  • Chevy Chase Trust first reported a position in M&T Bank in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's M&T Bank position peaked at $24M in Q1 2018.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

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