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MMM icon

Bridgeworth’s 3M MMM Stock Holding History

Bridgeworth’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
Q1 		– Sell
-2,176
Closed -$218K – 169
2022
Q4 		$218K Buy
+2,176
New +$222K 0.03% 147
2022
Q3 		– Sell
-1,969
Closed -$213K – 147
2022
Q2 		$213K Sell
1,969
-53
-3% -$6.41K 0.05% 137
2022
Q1 		$252K Sell
2,022
-179
-8% -$23.8K 0.06% 128
2021
Q4 		$327K Sell
2,201
-307
-12% -$45.7K 0.07% 114
2021
Q3 		$368K Buy
2,508
+505
+25% +$81.8K 0.1% 95
2021
Q2 		$333K Buy
2,003
+756
+61% +$126K 0.09% 100
2021
Q1 		$201K Buy
+1,247
New +$187K 0.06% 122
2019
Q2 		– Sell
-1,538
Closed -$268K – 142
2019
Q1 		$268K Buy
+1,538
New +$259K 0.11% 101
2018
Q3 		– Sell
-832
Closed -$137K – 384
2018
Q2 		$137K Sell
832
-490
-37% -$83.6K 0.06% 177
2018
Q1 		$238K Buy
+1,322
New +$262K 0.11% 129

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Bridgeworth's MMM Position: Q1 2023 in Review

Bridgeworth sold out of 3M (MMM) in Q1 2023, closing a stake of 2,176 shares — an estimated $218K sold.

Bridgeworth first reported a position in MMM in Q1 2018 and held it in 10 quarters. The position peaked at $368K in Q3 2021. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • Bridgeworth reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • Bridgeworth sold 2,176 3M shares in Q1 2023, an estimated $218K.
  • Bridgeworth first reported a position in 3M in Q1 2018 and held it in 10 quarters.
  • Bridgeworth's 3M position peaked at $368K in Q3 2021.
  • 1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Bridgeworth's 13F filing for Q1 2023, filed 20 Apr 2023.