BTWM
MMM icon

Baker Tilly Wealth Management’s 3M MMM Stock Holding History

Baker Tilly 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
Q2 		– Sell
-9,000
Closed -$798K – 362
2024
Q1 		$798K Buy
9,000
+342
+4% +$28.4K 0.14% 159
2023
Q4 		$791K Sell
8,658
-1,201
-12% -$96.4K 0.13% 175
2023
Q3 		$772K Buy
9,859
+3,689
+60% +$317K 0.13% 163
2023
Q2 		$516K Sell
6,170
-1,178
-16% -$100K 0.05% 330
2023
Q1 		$646K Buy
7,348
+1,911
+35% +$180K 0.07% 276
2022
Q4 		$545K Sell
5,437
-1,427
-21% -$146K 0.07% 299
2022
Q3 		$634K Buy
6,864
+194
+3% +$21.3K 0.09% 244
2022
Q2 		$722K Sell
6,670
-212
-3% -$25.6K 0.09% 229
2022
Q1 		$857K Sell
6,882
-52
-0.7% -$6.91K 0.09% 222
2021
Q4 		$1.03M Buy
6,934
+287
+4% +$42.8K 0.11% 191
2021
Q3 		$975K Buy
6,647
+586
+10% +$94.9K 0.13% 170
2021
Q2 		$1.01M Buy
6,061
+289
+5% +$48.2K 0.16% 141
2021
Q1 		$930K Buy
5,772
+1,331
+30% +$199K 0.19% 128
2020
Q4 		$649K Buy
+4,441
New +$630K 0.2% 120

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Baker Tilly Wealth Management's MMM Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of 3M (MMM) in Q2 2024, closing a stake of 9,000 shares — an estimated $798K sold.

Baker Tilly Wealth Management first reported a position in MMM in Q4 2020 and held it in 14 quarters. The position peaked at $1.03M in Q4 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining 3M position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 9,000 3M shares in Q2 2024, an estimated $798K.
  • Baker Tilly Wealth Management first reported a position in 3M in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's 3M position peaked at $1.03M in Q4 2021.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.