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ARS Wealth Advisors’s 3M MMM Stock Holding History

ARS Wealth Advisors’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
2021
Q2 		$4.91M Buy
29,579
+3,932
+15% +$656K 0.88% 29
2021
Q1 		$4.13M Buy
25,647
+21,667
+544% +$3.24M 0.9% 28
2020
Q4 		$582K Sell
3,980
-90
-2% -$12.8K 0.13% 65
2020
Q3 		$545K Sell
4,070
-83
-2% -$11.2K 0.15% 58
2020
Q2 		$542K Sell
4,153
-1,711
-29% -$216K 0.17% 59
2020
Q1 		$669K Sell
5,864
-1,984
-25% -$261K 0.28% 45
2019
Q4 		$1.16M Buy
7,848
+1,094
+16% +$153K 0.33% 42
2019
Q3 		$928K Buy
6,754
+3,475
+106% +$486K 0.3% 47
2019
Q2 		$475K Buy
3,279
+151
+5% +$23.2K 0.15% 64
2019
Q1 		$543K Buy
3,128
+204
+7% +$34.3K 0.17% 63
2018
Q4 		$466K Sell
2,924
-36
-1% -$5.98K 0.17% 67
2018
Q3 		$522K Buy
2,960
+24
+0.8% +$4.13K 0.18% 69
2018
Q2 		$483K Sell
2,936
-24
-0.8% -$4.1K 0.17% 62
2018
Q1 		$543K Buy
2,960
+60
+2% +$11.9K 0.2% 67
2017
Q4 		$571K Sell
2,900
-45
-2% -$8.66K 0.21% 68
2017
Q3 		$517K Hold
2,945
– – 0.2% 69
2017
Q2 		$513K Hold
2,945
– – 0.21% 65
2017
Q1 		$471K Buy
2,945
+45
+2% +$6.9K 0.2% 64
2016
Q4 		$433K Buy
2,900
+305
+12% +$44K 0.19% 55
2016
Q3 		$382K Sell
2,595
-598
-19% -$89.3K 0.16% 61
2016
Q2 		$468K Buy
3,193
+598
+23% +$84.3K 0.2% 52
2016
Q1 		$362K Hold
2,595
– – 0.17% 52
2015
Q4 		$327K Hold
2,595
– – 0.17% 53
2015
Q3 		$308K Sell
2,595
-216
-8% -$26.6K 0.16% 50
2015
Q2 		$363K Hold
2,811
– – 0.16% 49
2015
Q1 		$388K Hold
2,811
– – 0.17% 47
2014
Q4 		$386K Buy
2,811
+216
+8% +$27.7K 0.17% 45
2014
Q3 		$307K Hold
2,595
– – 0.14% 47
2014
Q2 		$311K Buy
+2,595
New +$305K 0.15% 46

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ARS Wealth Advisors's MMM Position: Q2 2021 in Review

ARS Wealth Advisors increased its 3M (MMM) stake by 15% in Q2 2021, buying an estimated $656K and bringing the position to 29,579 shares worth $4.91M. The position accounts for 0.88% of the portfolio, ranked #29.

ARS Wealth Advisors first reported a position in MMM in Q2 2014 and has held it in 29 quarters since. 2,279 funds tracked by Wall St. Rank hold MMM as of Q2 2021.

  • ARS Wealth Advisors held 29,579 shares of 3M worth $4.91M as of Q2 2021.
  • ARS Wealth Advisors bought 3,932 3M shares in Q2 2021, an estimated $656K.
  • 3M made up 0.88% of ARS Wealth Advisors's portfolio in Q2 2021, its #29 holding.
  • ARS Wealth Advisors first reported a position in 3M in Q2 2014 and has held it in 29 quarters since.
  • 2,279 funds tracked by Wall St. Rank held 3M as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.