AWM
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Altium Wealth Management’s 3M MMM Stock Holding History

Altium 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
2022
Q2 		$2.18M Buy
20,136
+3,070
+18% +$371K 0.16% 79
2022
Q1 		$2.12M Buy
17,066
+879
+5% +$117K 0.14% 85
2021
Q4 		$2.4M Buy
16,187
+522
+3% +$77.8K 0.15% 77
2021
Q3 		$2.3M Sell
15,665
-47
-0.3% -$7.62K 0.16% 72
2021
Q2 		$2.61M Buy
15,712
+834
+6% +$139K 0.19% 60
2021
Q1 		$2.4M Buy
14,878
+1,862
+14% +$279K 0.19% 61
2020
Q4 		$1.9M Buy
13,016
+248
+2% +$35.2K 0.17% 69
2020
Q3 		$1.71M Buy
12,768
+131
+1% +$17.6K 0.18% 70
2020
Q2 		$1.65M Buy
12,637
+590
+5% +$74.3K 0.19% 63
2020
Q1 		$1.38M Buy
12,047
+3,406
+39% +$448K 0.19% 66
2019
Q4 		$1.27M Buy
8,641
+210
+2% +$29.4K 0.15% 77
2019
Q3 		$1.16M Sell
8,431
-242
-3% -$33.8K 0.16% 77
2019
Q2 		$1.26M Sell
8,673
-1,262
-13% -$194K 0.18% 70
2019
Q1 		$1.73M Buy
9,935
+208
+2% +$35K 0.28% 55
2018
Q4 		$1.55M Buy
9,727
+336
+4% +$55.8K 0.3% 51
2018
Q3 		$1.65M Buy
9,391
+2,457
+35% +$423K 0.32% 49
2018
Q2 		$1.14M Buy
6,934
+2,962
+75% +$505K 0.3% 59
2018
Q1 		$730K Buy
3,972
+421
+12% +$83.4K 0.29% 57
2017
Q4 		$699K Buy
+3,551
New +$683K 0.32% 59

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Altium Wealth Management's MMM Position: Q2 2022 in Review

Altium Wealth Management increased its 3M (MMM) stake by 18% in Q2 2022, buying an estimated $371K and bringing the position to 20,136 shares worth $2.18M. The position accounts for 0.16% of the portfolio, ranked #79.

Altium Wealth Management first reported a position in MMM in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.61M in Q2 2021. 2,184 funds tracked by Wall St. Rank hold MMM as of Q2 2022.

  • Altium Wealth Management held 20,136 shares of 3M worth $2.18M as of Q2 2022.
  • Altium Wealth Management bought 3,070 3M shares in Q2 2022, an estimated $371K.
  • 3M made up 0.16% of Altium Wealth Management's portfolio in Q2 2022, its #79 holding.
  • Altium Wealth Management first reported a position in 3M in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's 3M position peaked at $2.61M in Q2 2021.
  • 2,184 funds tracked by Wall St. Rank held 3M as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.