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Brandywine Oak Private Wealth’s 3M MMM Stock Holding History

Brandywine Oak Private 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
-2,337
Closed -$216K – 276
2022
Q3 		$216K Sell
2,337
-1,501
-39% -$165K 0.03% 274
2022
Q2 		$415K Buy
3,838
+415
+12% +$50.2K 0.05% 196
2022
Q1 		$426K Sell
3,423
-811
-19% -$108K 0.05% 212
2021
Q4 		$628K Sell
4,234
-558
-12% -$83.1K 0.07% 178
2021
Q3 		$702K Buy
4,792
+326
+7% +$52.8K 0.08% 162
2021
Q2 		$741K Buy
4,466
+2,593
+138% +$433K 0.09% 155
2021
Q1 		$301K Sell
1,873
-27
-1% -$4.04K 0.04% 205
2020
Q4 		$277K Sell
1,900
-59
-3% -$8.38K 0.04% 208
2020
Q3 		$262K Sell
1,959
-224
-10% -$30.1K 0.04% 204
2020
Q2 		$284K Sell
2,183
-247
-10% -$31.1K 0.05% 181
2020
Q1 		$282K Sell
2,430
-418
-15% -$55K 0.06% 168
2019
Q4 		$420K Sell
2,848
-160
-5% -$22.4K 0.08% 135
2019
Q3 		$413K Sell
3,008
-130
-4% -$18.2K 0.08% 125
2019
Q2 		$454K Buy
3,138
+3
+0.1% +$462 0.09% 117
2019
Q1 		$544K Sell
3,135
-31
-1% -$5.22K 0.11% 95
2018
Q4 		$504K Buy
+3,166
New +$526K 0.11% 97

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Brandywine Oak Private Wealth's MMM Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of 3M (MMM) in Q4 2022, closing a stake of 2,337 shares — an estimated $216K sold.

Brandywine Oak Private Wealth first reported a position in MMM in Q4 2018 and held it in 16 quarters. The position peaked at $741K in Q2 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 2,337 3M shares in Q4 2022, an estimated $216K.
  • Brandywine Oak Private Wealth first reported a position in 3M in Q4 2018 and held it in 16 quarters.
  • Brandywine Oak Private Wealth's 3M position peaked at $741K in Q2 2021.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.