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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Chevy Chase Trust held its Toyota (TM) position steady in Q1 2026 at 1,076 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Chevy Chase Trust first reported a position in TM in Q2 2014 and has held it in 20 quarters since. The position peaked at $340K in Q2 2021. 694 funds tracked by Wall St. Rank hold TM as of Q1 2026.

Chevy Chase Trust held 1,076 shares of Toyota worth $222K as of Q1 2026.
Chevy Chase Trust left its Toyota share count unchanged in Q1 2026.
Toyota made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #632 holding.
Chevy Chase Trust first reported a position in Toyota in Q2 2014 and has held it in 20 quarters since.
Chevy Chase Trust's Toyota position peaked at $340K in Q2 2021.
694 funds tracked by Wall St. Rank held Toyota as of Q1 2026.

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