MIM
STEM icon

MTM Investment Management’s Stem STEM Stock Holding History

MTM Investment Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-750
Closed -$5.07K – 738
2025
Q1 		$5.07K Hold
750
– – ﹤0.01% 270
2024
Q4 		$9.04K Hold
750
– – ﹤0.01% 249
2024
Q3 		$6.21K Hold
750
– – ﹤0.01% 259
2024
Q2 		$16.6K Hold
750
– – 0.01% 237
2024
Q1 		$32.9K Hold
750
– – 0.01% 233
2023
Q4 		$58.2K Hold
750
– – 0.03% 207
2023
Q3 		$63.6K Hold
750
– – 0.03% 199
2023
Q2 		$85.8K Hold
750
– – 0.04% 202
2023
Q1 		$85K Hold
750
– – 0.04% 204
2022
Q4 		$134K Hold
750
– – 0.07% 185
2022
Q3 		$200K Hold
750
– – 0.11% 170
2022
Q2 		$107K Buy
+750
New +$125K 0.06% 193

Other funds holding STEM

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MTM Investment Management's STEM Position: Q2 2025 in Review

MTM Investment Management sold out of Stem (STEM) in Q2 2025, closing a stake of 750 shares — an estimated $5.07K sold.

MTM Investment Management first reported a position in STEM in Q2 2022 and held it in 12 quarters. The position peaked at $200K in Q3 2022. 81 funds tracked by Wall St. Rank hold STEM as of Q2 2025.

  • MTM Investment Management reported no remaining Stem position as of Q2 2025 after selling out during the quarter.
  • MTM Investment Management sold 750 Stem shares in Q2 2025, an estimated $5.07K.
  • MTM Investment Management first reported a position in Stem in Q2 2022 and held it in 12 quarters.
  • MTM Investment Management's Stem position peaked at $200K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held Stem as of Q2 2025.

Based on MTM Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.