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Lockheed Martin Investment Management’s M&T Bank MTB Stock Holding History

Lockheed Martin 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
2022
Q1 		– Sell
-28,200
Closed -$4.33M – 165
2021
Q4 		$4.33M Buy
+28,200
New +$4.33M 0.23% 78
2016
Q2 		– Sell
-3,800
Closed -$422K – 114
2016
Q1 		$422K Buy
+3,800
New +$412K 0.04% 73

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Lockheed Martin Investment Management's MTB Position: Q1 2022 in Review

Lockheed Martin Investment Management sold out of M&T Bank (MTB) in Q1 2022, closing a stake of 28,200 shares — an estimated $4.33M sold.

Lockheed Martin Investment Management first reported a position in MTB in Q1 2016 and held it in 2 quarters. The position peaked at $4.33M in Q4 2021. 757 funds tracked by Wall St. Rank hold MTB as of Q1 2022.

  • Lockheed Martin Investment Management reported no remaining M&T Bank position as of Q1 2022 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 28,200 M&T Bank shares in Q1 2022, an estimated $4.33M.
  • Lockheed Martin Investment Management first reported a position in M&T Bank in Q1 2016 and held it in 2 quarters.
  • Lockheed Martin Investment Management's M&T Bank position peaked at $4.33M in Q4 2021.
  • 757 funds tracked by Wall St. Rank held M&T Bank as of Q1 2022.

Based on Lockheed Martin Investment Management's 13F filing for Q1 2022, filed 12 May 2022.