WWM
MTB icon

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

Western 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 		$676K Hold
3,270
– – 0.03% 559
2025
Q4 		$659K Hold
3,270
– – 0.03% 453
2025
Q3 		$646K Hold
3,270
– – 0.03% 394
2025
Q2 		$634K Hold
3,270
– – 0.04% 360
2025
Q1 		$584K Buy
3,270
+101
+3% +$19.2K 0.04% 350
2024
Q4 		$596K Hold
3,169
– – 0.04% 340
2024
Q3 		$564K Hold
3,169
– – 0.03% 433
2024
Q2 		$480K Sell
3,169
-13
-0.4% -$1.9K 0.04% 379
2024
Q1 		$463K Buy
3,182
+32
+1% +$4.43K 0.04% 385
2023
Q4 		$432K Hold
3,150
– – 0.03% 453
2023
Q3 		$398K Buy
+3,150
New +$411K 0.03% 436

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
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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