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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $653B AUM 32.41% 1-Year Est. Return