IWM
MTB icon

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

IHT 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 		$415K Buy
2,008
+45
+2% +$9.69K 0.01% 895
2025
Q4 		$396K Sell
1,963
-120
-6% -$22.9K 0.01% 858
2025
Q3 		$412K Buy
2,083
+213
+11% +$41.8K 0.01% 810
2025
Q2 		$363K Sell
1,870
-25
-1% -$4.41K 0.01% 813
2025
Q1 		$339K Buy
1,895
+7
+0.4% +$1.33K 0.01% 812
2024
Q4 		$355K Sell
1,888
-1,559
-45% -$310K 0.01% 802
2024
Q3 		$606K Buy
3,447
+1,556
+82% +$258K 0.02% 662
2024
Q2 		$286K Sell
1,891
-45
-2% -$6.57K 0.01% 814
2024
Q1 		$282K Buy
1,936
+257
+15% +$35.6K 0.01% 824
2023
Q4 		$230K Sell
1,679
-358
-18% -$45K 0.01% 866
2023
Q3 		$258K Sell
2,037
-11
-0.5% -$1.44K 0.01% 792
2023
Q2 		$253K Buy
+2,048
New +$248K 0.01% 788
2022
Q4 		– Sell
-1,630
Closed -$287K – 924
2022
Q3 		$287K Buy
+1,630
New +$288K 0.02% 644

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return