Axiom Financial Strategies’s 3M MMM Stock Holding History

Axiom Financial Strategies’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	-7,099	Closed	-$656K	–	58
2022 Q3	$656K	Sell	7,099 -577	-8%	-$63.3K	0.35%	38
2022 Q2	$831K	Sell	7,676 -114	-1%	-$13.8K	0.44%	33
2022 Q1	$942K	Buy	7,790 +390	+5%	+$51.9K	0.47%	33
2021 Q4	$1.1M	Sell	7,400 -2	-0%	-$298	0.5%	32
2021 Q3	$1.09M	Buy	7,402 +13	+0.2%	+$2.11K	0.51%	32
2021 Q2	$1.23M	Sell	7,389 -25	-0.3%	-$4.17K	0.57%	28
2021 Q1	$1.2M	Buy	7,414 +13	+0.2%	+$1.95K	0.59%	26
2020 Q4	$991K	Hold	7,401	–	–	0.6%	26
2020 Q3	$991K	Buy	7,401 +73	+1%	+$9.82K	0.6%	26
2020 Q2	$956K	Buy	7,328 +1,841	+34%	+$232K	0.62%	28
2020 Q1	$626K	Buy	+5,487	New	+$722K	0.51%	32

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

Axiom Financial Strategies's MMM Position: Q4 2022 in Review

Axiom Financial Strategies sold out of 3M (MMM) in Q4 2022, closing a stake of 7,099 shares — an estimated $656K sold.

Axiom Financial Strategies first reported a position in MMM in Q1 2020 and held it in 11 quarters. The position peaked at $1.23M in Q2 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Axiom Financial Strategies reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
Axiom Financial Strategies sold 7,099 3M shares in Q4 2022, an estimated $656K.
Axiom Financial Strategies first reported a position in 3M in Q1 2020 and held it in 11 quarters.
Axiom Financial Strategies's 3M position peaked at $1.23M in Q2 2021.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.