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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LM Advisors's STT Position: Q1 2026 in Review

LM Advisors reduced its State Street (STT) stake by 1.7% in Q1 2026, selling an estimated $639 and leaving 296 shares worth $2.34K. The position accounts for 0.04% of the portfolio, ranked #176.

LM Advisors first reported a position in STT in Q4 2023 and has held it in 9 quarters since. The position peaked at $270K in Q3 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • LM Advisors held 296 shares of State Street worth $2.34K as of Q1 2026.
  • LM Advisors sold 5 State Street shares in Q1 2026, an estimated $639.
  • State Street made up 0.04% of LM Advisors's portfolio in Q1 2026, its #176 holding.
  • LM Advisors first reported a position in State Street in Q4 2023 and has held it in 9 quarters since.
  • LM Advisors's State Street position peaked at $270K in Q3 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.