9WM
MMM icon

9258 Wealth Management’s 3M MMM Stock Holding History

9258 Wealth Management’s Portfolio MMM Stock Details MMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$278K Sell
2,035
-454
-18% -$55.6K 0.04% 282
2024
Q2 		$254K Sell
2,489
-1,763
-41% -$172K 0.04% 284
2024
Q1 		$377K Sell
4,252
-32
-0.7% -$2.65K 0.06% 235
2023
Q4 		$392K Sell
4,284
-280
-6% -$22.5K 0.07% 218
2023
Q3 		$357K Buy
4,564
+201
+5% +$17.3K 0.07% 221
2023
Q2 		$365K Sell
4,363
-377
-8% -$32K 0.07% 229
2023
Q1 		$417K Buy
4,740
+1,035
+28% +$97.6K 0.08% 203
2022
Q4 		$372K Sell
3,705
-498
-12% -$50.8K 0.08% 213
2022
Q3 		$388K Sell
4,203
-715
-15% -$78.4K 0.1% 193
2022
Q2 		$532K Buy
4,918
+569
+13% +$68.8K 0.14% 164
2022
Q1 		$541K Buy
4,349
+1,373
+46% +$183K 0.13% 181
2021
Q4 		$442K Sell
2,976
-357
-11% -$53.2K 0.1% 213
2021
Q3 		$489K Buy
3,333
+270
+9% +$43.7K 0.13% 173
2021
Q2 		$509K Buy
3,063
+98
+3% +$16.4K 0.14% 165
2021
Q1 		$478K Buy
2,965
+74
+3% +$11.1K 0.14% 159
2020
Q4 		$422K Buy
2,891
+4
+0.1% +$568 0.14% 169
2020
Q3 		$386K Buy
2,887
+191
+7% +$25.7K 0.15% 163
2020
Q2 		$352K Buy
2,696
+232
+9% +$29.2K 0.14% 177
2020
Q1 		$317K Buy
2,464
+442
+22% +$58.1K 0.14% 179
2019
Q4 		$298K Buy
+2,022
New +$283K 0.11% 212

Other funds holding MMM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

9258 Wealth Management's MMM Position: Q3 2024 in Review

9258 Wealth Management reduced its 3M (MMM) stake by 18% in Q3 2024, selling an estimated $55.6K and leaving 2,035 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #282.

9258 Wealth Management first reported a position in MMM in Q4 2019 and has held it in 20 quarters since. The position peaked at $541K in Q1 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q3 2024.

  • 9258 Wealth Management held 2,035 shares of 3M worth $278K as of Q3 2024.
  • 9258 Wealth Management sold 454 3M shares in Q3 2024, an estimated $55.6K.
  • 3M made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #282 holding.
  • 9258 Wealth Management first reported a position in 3M in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's 3M position peaked at $541K in Q1 2022.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.