Axim Planning & Wealth’s 3M MMM Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-350	Closed	-$32K	–	121
2022 Q3	$32K	Buy	350 +96	+38%	+$10.5K	0.03%	67
2022 Q2	$27K	Buy	+254	New	+$30.7K	0.02%	65

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Axim Planning & Wealth's MMM Position: Q4 2022 in Review

Axim Planning & Wealth sold out of 3M (MMM) in Q4 2022, closing a stake of 350 shares — an estimated $32K sold.

Axim Planning & Wealth first reported a position in MMM in Q2 2022 and held it in 2 quarters. The position peaked at $32K in Q3 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Axim Planning & Wealth reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 350 3M shares in Q4 2022, an estimated $32K.
Axim Planning & Wealth first reported a position in 3M in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's 3M position peaked at $32K in Q3 2022.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.