AWM
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Apollon Wealth Management’s M&T Bank MTB Stock Holding History

Apollon Wealth Management’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 		$1.14M Buy
5,520
+318
+6% +$68.4K 0.02% 555
2025
Q4 		$1.05M Buy
5,202
+17
+0.3% +$3.25K 0.02% 555
2025
Q3 		$1.02M Buy
5,185
+565
+12% +$111K 0.02% 559
2025
Q2 		$896K Sell
4,620
-52
-1% -$9.18K 0.02% 582
2025
Q1 		$835K Buy
4,672
+1,769
+61% +$336K 0.02% 564
2024
Q4 		$546K Buy
2,903
+225
+8% +$44.7K 0.01% 717
2024
Q3 		$477K Buy
2,678
+467
+21% +$77.4K 0.01% 737
2024
Q2 		$335K Sell
2,211
-269
-11% -$39.3K 0.01% 817
2024
Q1 		$361K Buy
2,480
+115
+5% +$15.9K 0.01% 799
2023
Q4 		$324K Buy
2,365
+750
+46% +$94.2K 0.01% 814
2023
Q3 		$204K Sell
1,615
-4
-0.2% -$522 0.01% 830
2023
Q2 		$200K Buy
+1,619
New +$196K 0.01% 874

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

Apollon Wealth Management's MTB Position: Q1 2026 in Review

Apollon Wealth Management increased its M&T Bank (MTB) stake by 6.1% in Q1 2026, buying an estimated $68.4K and bringing the position to 5,520 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #555.

Apollon Wealth Management first reported a position in MTB in Q2 2023 and has held it in 12 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Apollon Wealth Management held 5,520 shares of M&T Bank worth $1.14M as of Q1 2026.
  • Apollon Wealth Management bought 318 M&T Bank shares in Q1 2026, an estimated $68.4K.
  • M&T Bank made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #555 holding.
  • Apollon Wealth Management first reported a position in M&T Bank in Q2 2023 and has held it in 12 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.