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

Lodestone 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
Q2 		$673K Sell
2,826
-3
-0.1% -$656 0.24% 97
2026
Q1 		$585K Sell
2,829
-11
-0.4% -$2.37K 0.23% 100
2025
Q4 		$572K Sell
2,840
-59
-2% -$11.3K 0.23% 94
2025
Q3 		$573K Sell
2,899
-91
-3% -$17.9K 0.26% 92
2025
Q2 		$562K Buy
2,990
+88
+3% +$15.5K 0.27% 91
2025
Q1 		$519K Sell
2,902
-654
-18% -$124K 0.28% 87
2024
Q4 		$669K Sell
3,556
-64
-2% -$12.7K 0.34% 76
2024
Q3 		$645K Buy
3,620
+7
+0.2% +$1.16K 0.32% 75
2024
Q2 		$547K Buy
3,613
+1
+0% +$146 0.29% 83
2024
Q1 		$525K Hold
3,612
– – 0.28% 86
2023
Q4 		$495K Buy
+3,612
New +$454K 0.29% 82

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lodestone Wealth Management's MTB Position: Q2 2026 in Review

Lodestone Wealth Management reduced its M&T Bank (MTB) stake by 0.11% in Q2 2026, selling an estimated $656 and leaving 2,826 shares worth $673K. The position accounts for 0.24% of the portfolio, ranked #97.

Lodestone Wealth Management first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Lodestone Wealth Management held 2,826 shares of M&T Bank worth $673K as of Q2 2026.
  • Lodestone Wealth Management sold 3 M&T Bank shares in Q2 2026, an estimated $656.
  • M&T Bank made up 0.24% of Lodestone Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Lodestone Wealth Management first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.