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BerganKDV Wealth Management’s 3M MMM Stock Holding History

BerganKDV 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
Q2 		$1.07M Sell
12,729
-249
-2% -$21.2K 0.11% 129
2023
Q1 		$1.14M Buy
12,978
+1,889
+17% +$178K 0.12% 122
2022
Q4 		$1.11M Sell
11,089
-2,342
-17% -$239K 0.12% 118
2022
Q3 		$1.24M Sell
13,431
-4,135
-24% -$454K 0.15% 110
2022
Q2 		$1.9M Buy
17,566
+772
+5% +$93.3K 0.22% 91
2022
Q1 		$2.09M Sell
16,794
-1,193
-7% -$159K 0.22% 92
2021
Q4 		$2.67M Sell
17,987
-55
-0.3% -$8.19K 0.28% 76
2021
Q3 		$2.65M Buy
18,042
+620
+4% +$100K 0.3% 72
2021
Q2 		$2.89M Buy
17,422
+324
+2% +$54.1K 0.34% 61
2021
Q1 		$2.75M Sell
17,098
-222
-1% -$33.2K 0.35% 60
2020
Q4 		$2.53M Sell
17,320
-474
-3% -$67.3K 0.36% 58
2020
Q3 		$2.38M Sell
17,794
-139
-0.8% -$18.7K 0.38% 55
2020
Q2 		$2.34M Sell
17,933
-627
-3% -$79K 0.4% 50
2020
Q1 		$2.12M Sell
18,560
-12,129
-40% -$1.6M 0.43% 49
2019
Q4 		$4.53M Sell
30,689
-451
-1% -$63.2K 0.81% 22
2019
Q3 		$4.28M Sell
31,140
-853
-3% -$119K 0.85% 21
2019
Q2 		$4.64M Buy
31,993
+11,553
+57% +$1.78M 0.92% 19
2019
Q1 		$3.55M Sell
20,440
-777
-4% -$131K 0.73% 23
2018
Q4 		$3.38M Buy
21,217
+198
+0.9% +$32.9K 0.79% 21
2018
Q3 		$3.7M Buy
21,019
+225
+1% +$38.8K 0.8% 19
2018
Q2 		$3.42M Buy
20,794
+1,109
+6% +$189K 0.77% 18
2018
Q1 		$3.61M Sell
19,685
-250
-1% -$49.5K 0.99% 16
2017
Q4 		$3.92M Sell
19,935
-799
-4% -$154K 0.93% 18
2017
Q3 		$3.64M Buy
20,734
+1,946
+10% +$337K 0.91% 19
2017
Q2 		$3.27M Buy
18,788
+59
+0.3% +$9.87K 0.93% 17
2017
Q1 		$3M Buy
18,729
+808
+5% +$124K 0.89% 16
2016
Q4 		$2.68M Buy
17,921
+769
+4% +$111K 0.89% 16
2016
Q3 		$2.53M Buy
17,152
+84
+0.5% +$12.5K 0.87% 16
2016
Q2 		$2.5M Buy
17,068
+6,821
+67% +$962K 1.07% 18
2016
Q1 		$1.43M Buy
+10,247
New +$1.32M 0.86% 25

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

BerganKDV Wealth Management's MMM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its 3M (MMM) stake by 1.9% in Q2 2023, selling an estimated $21.2K and leaving 12,729 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #129.

BerganKDV Wealth Management first reported a position in MMM in Q1 2016 and has held it in 30 quarters since. The position peaked at $4.64M in Q2 2019. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • BerganKDV Wealth Management held 12,729 shares of 3M worth $1.07M as of Q2 2023.
  • BerganKDV Wealth Management sold 249 3M shares in Q2 2023, an estimated $21.2K.
  • 3M made up 0.11% of BerganKDV Wealth Management's portfolio in Q2 2023, its #129 holding.
  • BerganKDV Wealth Management first reported a position in 3M in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's 3M position peaked at $4.64M in Q2 2019.
  • 1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.