Chevy Chase Trust
TM icon

Chevy Chase Trust’s Toyota TM Stock Holding History

Chevy Chase Trust’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,076
Closed -$222K – 664
2026
Q1 		$222K Hold
1,076
– – ﹤0.01% 632
2025
Q4 		$230K Buy
+1,076
New +$218K ﹤0.01% 625
2025
Q2 		– Sell
-1,140
Closed -$201K – 638
2025
Q1 		$201K Hold
1,140
– – ﹤0.01% 628
2024
Q4 		$222K Hold
1,140
– – ﹤0.01% 625
2024
Q3 		$204K Sell
1,140
-34
-3% -$6.35K ﹤0.01% 616
2024
Q2 		$241K Hold
1,174
– – ﹤0.01% 599
2024
Q1 		$295K Buy
1,174
+34
+3% +$7.53K ﹤0.01% 591
2023
Q4 		$209K Buy
+1,140
New +$208K ﹤0.01% 612
2022
Q1 		– Sell
-1,370
Closed -$254K – 675
2021
Q4 		$254K Hold
1,370
– – ﹤0.01% 652
2021
Q3 		$244K Sell
1,370
-575
-30% -$103K ﹤0.01% 643
2021
Q2 		$340K Buy
1,945
+655
+51% +$108K ﹤0.01% 630
2021
Q1 		$201K Buy
+1,290
New +$195K ﹤0.01% 664
2020
Q1 		– Sell
-1,615
Closed -$227K – 995
2019
Q4 		$227K Hold
1,615
– – ﹤0.01% 656
2019
Q3 		$217K Buy
+1,615
New +$212K ﹤0.01% 635
2018
Q2 		– Sell
-1,760
Closed -$229K – 697
2018
Q1 		$229K Buy
+1,760
New +$236K ﹤0.01% 630
2015
Q3 		– Sell
-1,740
Closed -$233K – 677
2015
Q2 		$233K Hold
1,740
– – ﹤0.01% 635
2015
Q1 		$244K Sell
1,740
-450
-21% -$60.1K ﹤0.01% 633
2014
Q4 		$275K Hold
2,190
– – ﹤0.01% 637
2014
Q3 		$257K Sell
2,190
-475
-18% -$56K ﹤0.01% 652
2014
Q2 		$319K Buy
+2,665
New +$297K ﹤0.01% 635

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Chevy Chase Trust's TM Position: Q2 2026 in Review

Chevy Chase Trust sold out of Toyota (TM) in Q2 2026, closing a stake of 1,076 shares — an estimated $222K sold.

Chevy Chase Trust first reported a position in TM in Q2 2014 and held it in 20 quarters. The position peaked at $340K in Q2 2021. 641 funds tracked by Wall St. Rank hold TM as of Q2 2026.

  • Chevy Chase Trust reported no remaining Toyota position as of Q2 2026 after selling out during the quarter.
  • Chevy Chase Trust sold 1,076 Toyota shares in Q2 2026, an estimated $222K.
  • Chevy Chase Trust first reported a position in Toyota in Q2 2014 and held it in 20 quarters.
  • Chevy Chase Trust's Toyota position peaked at $340K in Q2 2021.
  • 641 funds tracked by Wall St. Rank held Toyota as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.