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LM Advisors’s State Street STT Stock Holding History

LM Advisors’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
Q2 		$396K Buy
2,337
+2,041
+690% +$315K 0.05% 169
2026
Q1 		$2.34K Sell
296
-5
-2% -$639 0.04% 176
2025
Q4 		$2.33K Sell
301
-2,029
-87% -$243K 0.04% 172
2025
Q3 		$270K Hold
2,330
– – 0.04% 181
2025
Q2 		$248K Sell
2,330
-5
-0.2% -$462 0.03% 173
2025
Q1 		$209K Buy
2,335
+5
+0.2% +$478 0.04% 209
2024
Q4 		$229K Hold
2,330
– – 0.04% 178
2024
Q3 		$206K Buy
+2,330
New +$192K 0.04% 169
2024
Q2 		– Sell
-2,777
Closed -$215K – 215
2024
Q1 		$215K Hold
2,777
– – 0.03% 203
2023
Q4 		$215K Buy
+2,777
New +$194K 0.04% 191

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LM Advisors's STT Position: Q2 2026 in Review

LM Advisors increased its State Street (STT) stake by 690% in Q2 2026, buying an estimated $315K and bringing the position to 2,337 shares worth $396K. The position accounts for 0.05% of the portfolio, ranked #169.

LM Advisors first reported a position in STT in Q4 2023 and has held it in 10 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • LM Advisors held 2,337 shares of State Street worth $396K as of Q2 2026.
  • LM Advisors bought 2,041 State Street shares in Q2 2026, an estimated $315K.
  • State Street made up 0.05% of LM Advisors's portfolio in Q2 2026, its #169 holding.
  • LM Advisors first reported a position in State Street in Q4 2023 and has held it in 10 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.