Beese Fulmer Investment Management’s M&T Bank MTB Stock Holding History

Beese Fulmer Investment 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	–	Sell	-1,692	Closed	-$341K	–	464
2025 Q4	$341K	Sell	1,692 -60	-3%	-$11.5K	0.02%	259
2025 Q3	$346K	Hold	1,752	–	–	0.02%	224
2025 Q2	$340K	Buy	1,752 +14	+0.8%	+$2.47K	0.03%	224
2025 Q1	$311K	Buy	+1,738	New	+$330K	0.03%	196
2020 Q3	–	Sell	-400	Closed	-$42K	–	412
2020 Q2	$42K	Buy	+400	New	+$42.2K	0.01%	338
2016 Q1	–	Sell	-1,787	Closed	-$217K	–	155
2015 Q4	$217K	Hold	1,787	–	–	0.07%	136
2015 Q3	$218K	Sell	1,787 -250	-12%	-$31.3K	0.07%	130
2015 Q2	$254K	Hold	2,037	–	–	0.08%	125
2015 Q1	$259K	Sell	2,037 -44	-2%	-$5.33K	0.09%	114
2014 Q4	$261K	Sell	2,081 -300	-13%	-$36.8K	0.08%	128
2014 Q3	$294K	Hold	2,381	–	–	0.1%	126
2014 Q2	$295K	Hold	2,381	–	–	0.1%	127
2014 Q1	$289K	Buy	+2,381	New	+$275K	0.1%	124

Other funds holding MTB

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beese Fulmer Investment Management's MTB Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,692 shares — an estimated $341K sold.

Beese Fulmer Investment Management first reported a position in MTB in Q1 2014 and held it in 13 quarters. The position peaked at $346K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Beese Fulmer Investment Management reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Beese Fulmer Investment Management sold 1,692 M&T Bank shares in Q1 2026, an estimated $341K.
Beese Fulmer Investment Management first reported a position in M&T Bank in Q1 2014 and held it in 13 quarters.
Beese Fulmer Investment Management's M&T Bank position peaked at $346K in Q3 2025.
1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.