BWM
MMM icon

Baystate Wealth Management’s 3M MMM Stock Holding History

Baystate 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
2023
Q4 		$35.9K Buy
392
+4
+1% +$321 ﹤0.01% 435
2023
Q3 		$30.4K Sell
388
-29
-7% -$2.49K ﹤0.01% 408
2023
Q2 		$35K Buy
417
+3
+0.7% +$255 ﹤0.01% 380
2023
Q1 		$36.4K Buy
414
+220
+113% +$20.7K ﹤0.01% 379
2022
Q4 		$20K Sell
194
-107
-36% -$10.9K ﹤0.01% 460
2022
Q3 		$28K Buy
301
+107
+55% +$11.7K ﹤0.01% 386
2022
Q2 		$21K Hold
194
– – ﹤0.01% 444
2022
Q1 		$24K Sell
194
-917
-83% -$122K ﹤0.01% 425
2021
Q4 		$165K Buy
1,111
+2
+0.2% +$298 0.01% 194
2021
Q3 		$163K Sell
1,109
-89
-7% -$14.4K 0.02% 167
2021
Q2 		$199K Sell
1,198
-73
-6% -$12.2K 0.02% 147
2021
Q1 		$205K Buy
1,271
+1
+0.1% +$150 0.02% 138
2020
Q4 		$186K Sell
1,270
-91
-7% -$12.9K 0.02% 129
2020
Q3 		$182K Buy
1,361
+69
+5% +$9.28K 0.02% 122
2020
Q2 		$169K Sell
1,292
-21
-2% -$2.65K 0.02% 125
2020
Q1 		$150K Sell
1,313
-297
-18% -$39.1K 0.02% 113
2019
Q4 		$238K Sell
1,610
-62
-4% -$8.68K 0.03% 104
2019
Q3 		$230K Buy
1,672
+35
+2% +$4.89K 0.03% 100
2019
Q2 		$238K Buy
1,637
+31
+2% +$4.77K 0.03% 100
2019
Q1 		$294K Buy
1,606
+11
+0.7% +$1.85K 0.04% 91
2018
Q4 		$261K Buy
1,595
+9
+0.6% +$1.49K 0.04% 89
2018
Q3 		$268K Sell
1,586
-111
-7% -$19.1K 0.05% 76
2018
Q2 		$281K Buy
1,697
+33
+2% +$5.63K 0.04% 74
2018
Q1 		$300K Sell
1,664
-514
-24% -$102K 0.05% 64
2017
Q4 		$450K Sell
2,178
-173
-7% -$33.3K 0.07% 54
2017
Q3 		$426K Buy
2,351
+81
+4% +$14K 0.07% 52
2017
Q2 		$402K Sell
2,270
-62
-3% -$10.4K 0.07% 49
2017
Q1 		$370K Buy
2,332
+13
+0.6% +$1.99K 0.07% 49
2016
Q4 		$346K Buy
+2,319
New +$335K 0.07% 43
2013
Q3 		– Sell
-676
Closed -$62K – 152
2013
Q2 		$62K Buy
+676
New +$61.4K 0.03% 87

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Baystate Wealth Management's MMM Position: Q4 2023 in Review

Baystate Wealth Management increased its 3M (MMM) stake by 1% in Q4 2023, buying an estimated $321 and bringing the position to 392 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Baystate Wealth Management first reported a position in MMM in Q2 2013 and has held it in 30 quarters since. The position peaked at $450K in Q4 2017. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Baystate Wealth Management held 392 shares of 3M worth $35.9K as of Q4 2023.
  • Baystate Wealth Management bought 4 3M shares in Q4 2023, an estimated $321.
  • 3M made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #435 holding.
  • Baystate Wealth Management first reported a position in 3M in Q2 2013 and has held it in 30 quarters since.
  • Baystate Wealth Management's 3M position peaked at $450K in Q4 2017.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.