Ironwood Investment Counsel’s State Street STT Stock Holding History

Ironwood Investment Counsel’s Portfolio STT Stock Details STT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$760K	Buy	6,001 +12	+0.2%	+$1.53K	0.11%	143
2025 Q4	$773K	Buy	5,989 +3	+0.1%	+$359	0.11%	146
2025 Q3	$695K	Buy	5,986 +44	+0.7%	+$4.91K	0.1%	152
2025 Q2	$632K	Buy	5,942 +21	+0.4%	+$1.94K	0.1%	147
2025 Q1	$530K	Buy	5,921 +149	+3%	+$14.2K	0.09%	154
2024 Q4	$567K	Sell	5,772 -187	-3%	-$17.7K	0.1%	152
2024 Q3	$527K	Buy	5,959 +13	+0.2%	+$1.07K	0.09%	161
2024 Q2	$440K	Buy	5,946 +402	+7%	+$30K	0.08%	171
2024 Q1	$429K	Buy	5,544 +382	+7%	+$28.3K	0.07%	180
2023 Q4	$400K	Sell	5,162 -192	-4%	-$13.4K	0.07%	181
2023 Q3	$359K	Buy	5,354 +225	+4%	+$15.9K	0.08%	178
2023 Q2	$375K	Sell	5,129 -36	-0.7%	-$2.59K	0.08%	149
2023 Q1	$391K	Buy	5,165 +20	+0.4%	+$1.68K	0.09%	147
2022 Q4	$399K	Buy	5,145 +14	+0.3%	+$1.03K	0.1%	146
2022 Q3	$312K	Sell	5,131 -244	-5%	-$16.7K	0.09%	144
2022 Q2	$331K	Sell	5,375 -125	-2%	-$8.84K	0.09%	146
2022 Q1	$479K	Hold	5,500	–	–	0.12%	130
2021 Q4	$511K	Hold	5,500	–	–	0.12%	125
2021 Q3	$465K	Hold	5,500	–	–	0.12%	125
2021 Q2	$452K	Hold	5,500	–	–	0.12%	132
2021 Q1	$462K	Hold	5,500	–	–	0.13%	128
2020 Q4	$400K	Sell	5,500 -42	-0.8%	-$2.85K	0.09%	152
2020 Q3	$328K	Buy	5,542 +42	+0.8%	+$2.73K	0.09%	146
2020 Q2	$349K	Sell	5,500 -400	-7%	-$24.1K	0.11%	134
2020 Q1	$314K	Sell	5,900 -6	-0.1%	-$417	0.12%	121
2019 Q4	$467K	Buy	5,906 +6	+0.1%	+$422	0.16%	103
2019 Q3	$349K	Sell	5,900 -300	-5%	-$16.6K	0.13%	109
2019 Q2	$347K	Hold	6,200	–	–	0.13%	112
2019 Q1	$408K	Hold	6,200	–	–	0.16%	102
2018 Q4	$391K	Hold	6,200	–	–	0.17%	102
2018 Q3	$519K	Hold	6,200	–	–	0.2%	92
2018 Q2	$577K	Sell	6,200 -232	-4%	-$23K	0.25%	80
2018 Q1	$641K	Sell	6,432 -200	-3%	-$21K	0.29%	74
2017 Q4	$647K	Buy	6,632 +400	+6%	+$38.2K	0.24%	81
2017 Q3	$595K	Buy	6,232 +800	+15%	+$74.5K	0.24%	79
2017 Q2	$432K	Hold	5,432	–	–	0.16%	108
2017 Q1	$432K	Hold	5,432	–	–	0.18%	102
2016 Q4	$422K	Hold	5,432	–	–	0.19%	102
2016 Q3	$378K	Buy	5,432 +632	+13%	+$41.3K	0.18%	107
2016 Q2	$259K	Sell	4,800 -700	-13%	-$41.8K	0.15%	109
2016 Q1	$321K	Hold	5,500	–	–	0.17%	101
2015 Q4	$365K	Sell	5,500 -100	-2%	-$6.94K	0.21%	94
2015 Q3	$376K	Hold	5,600	–	–	0.2%	92
2015 Q2	$431K	Sell	5,600 -200	-3%	-$15.6K	0.22%	90
2015 Q1	$426K	Hold	5,800	–	–	0.22%	90
2014 Q4	$455K	Sell	5,800 -166	-3%	-$12.5K	0.23%	89
2014 Q3	$439K	Hold	5,966	–	–	0.23%	91
2014 Q2	$401K	Sell	5,966 -500	-8%	-$32.9K	0.21%	93
2014 Q1	$450K	Sell	6,466 -300	-4%	-$20.7K	0.25%	88
2013 Q4	$497K	Sell	6,766 -200	-3%	-$14K	0.28%	86
2013 Q3	$458K	Sell	6,966 -500	-7%	-$34.2K	0.3%	73
2013 Q2	$487K	Buy	+7,466	New	+$464K	0.32%	71

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 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

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

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ironwood Investment Counsel's STT Position: Q1 2026 in Review

Ironwood Investment Counsel increased its State Street (STT) stake by 0.2% in Q1 2026, buying an estimated $1.53K and bringing the position to 6,001 shares worth $760K. The position accounts for 0.11% of the portfolio, ranked #143.

Ironwood Investment Counsel first reported a position in STT in Q2 2013 and has held it in 52 quarters since. The position peaked at $773K in Q4 2025. 1,130 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Ironwood Investment Counsel held 6,001 shares of State Street worth $760K as of Q1 2026.
Ironwood Investment Counsel bought 12 State Street shares in Q1 2026, an estimated $1.53K.
State Street made up 0.11% of Ironwood Investment Counsel's portfolio in Q1 2026, its #143 holding.
Ironwood Investment Counsel first reported a position in State Street in Q2 2013 and has held it in 52 quarters since.
Ironwood Investment Counsel's State Street position peaked at $773K in Q4 2025.
1,130 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.