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Buckingham Strategic Wealth’s 3M MMM Stock Holding History

Buckingham Strategic 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
2024
Q2 		$1.6M Sell
15,611
-7,082
-31% -$690K 0.02% 262
2024
Q1 		$2.01M Sell
22,693
-5,705
-20% -$473K 0.02% 238
2023
Q4 		$2.6M Sell
28,398
-4,597
-14% -$369K 0.03% 201
2023
Q3 		$2.58M Sell
32,995
-1,871
-5% -$161K 0.04% 194
2023
Q2 		$2.92M Buy
34,866
+15,200
+77% +$1.29M 0.04% 182
2023
Q1 		$1.97M Hold
19,666
– – 0.04% 179
2022
Q4 		$1.97M Sell
19,666
-2,281
-10% -$233K 0.04% 179
2022
Q3 		$2.03M Sell
21,947
-19
-0.1% -$2.08K 0.04% 173
2022
Q2 		$2.38M Buy
21,966
+1,400
+7% +$169K 0.05% 162
2022
Q1 		$2.56M Buy
20,566
+273
+1% +$36.3K 0.05% 152
2021
Q4 		$3.01M Sell
20,293
-1,045
-5% -$156K 0.06% 145
2021
Q3 		$3.13M Buy
21,338
+715
+3% +$116K 0.06% 140
2021
Q2 		$3.42M Buy
20,623
+1,825
+10% +$305K 0.08% 127
2021
Q1 		$3.03M Sell
18,798
-1,093
-5% -$164K 0.15% 118
2020
Q4 		$2.91M Buy
19,891
+5,030
+34% +$714K 0.15% 119
2020
Q3 		$1.99M Sell
14,861
-826
-5% -$111K 0.15% 110
2020
Q2 		$2.05M Sell
15,687
-4,002
-20% -$504K 0.19% 91
2020
Q1 		$2.25M Buy
19,689
+2,725
+16% +$358K 0.22% 88
2019
Q4 		$2.5M Buy
16,964
+1,365
+9% +$191K 0.24% 79
2019
Q3 		$2.14M Buy
15,599
+1,082
+7% +$151K 0.23% 86
2019
Q2 		$2.1M Buy
14,517
+1,953
+16% +$301K 0.23% 84
2019
Q1 		$2.18M Buy
12,564
+542
+5% +$91.2K 0.28% 80
2018
Q4 		$1.92M Sell
12,022
-949
-7% -$158K 0.29% 71
2018
Q3 		$2.29M Buy
12,971
+664
+5% +$114K 0.35% 59
2018
Q2 		$2.02M Sell
12,307
-880
-7% -$150K 0.33% 64
2018
Q1 		$2.42M Buy
13,187
+850
+7% +$168K 0.47% 46
2017
Q4 		$2.43M Buy
12,337
+1,666
+16% +$321K 0.51% 44
2017
Q3 		$1.87M Sell
10,671
-95
-0.9% -$16.5K 0.45% 51
2017
Q2 		$1.87M Buy
10,766
+2,633
+32% +$440K 0.44% 54
2017
Q1 		$1.3M Sell
8,133
-293
-3% -$44.9K 0.38% 52
2016
Q4 		$1.26M Buy
8,426
+121
+1% +$17.5K 0.41% 53
2016
Q3 		$1.22M Sell
8,305
-748
-8% -$112K 0.41% 49
2016
Q2 		$1.32M Sell
9,053
-560
-6% -$79K 0.45% 44
2016
Q1 		$1.34M Buy
9,613
+409
+4% +$52.5K 0.44% 45
2015
Q4 		$1.16M Buy
9,204
+235
+3% +$30.2K 0.39% 48
2015
Q3 		$1.06M Buy
8,969
+186
+2% +$22.9K 0.37% 51
2015
Q2 		$1.13M Buy
8,783
+3,145
+56% +$422K 0.37% 51
2015
Q1 		$778K Sell
5,638
-1,305
-19% -$180K 0.29% 65
2014
Q4 		$954K Buy
6,943
+611
+10% +$78.4K 0.37% 55
2014
Q3 		$750K Sell
6,332
-26
-0.4% -$3.13K 0.31% 61
2014
Q2 		$761K Buy
6,358
+213
+3% +$25K 0.33% 57
2014
Q1 		$697K Sell
6,145
-115
-2% -$12.8K 0.32% 55
2013
Q4 		$734K Buy
6,260
+42
+0.7% +$4.47K 0.35% 55
2013
Q3 		$621K Buy
6,218
+315
+5% +$30.6K 0.33% 57
2013
Q2 		$540K Buy
+5,903
New +$536K 0.3% 58

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

Buckingham Strategic Wealth's MMM Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its 3M (MMM) stake by 31% in Q2 2024, selling an estimated $690K and leaving 15,611 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #262.

Buckingham Strategic Wealth first reported a position in MMM in Q2 2013 and has held it in 45 quarters since. The position peaked at $3.42M in Q2 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

  • Buckingham Strategic Wealth held 15,611 shares of 3M worth $1.6M as of Q2 2024.
  • Buckingham Strategic Wealth sold 7,082 3M shares in Q2 2024, an estimated $690K.
  • 3M made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #262 holding.
  • Buckingham Strategic Wealth first reported a position in 3M in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's 3M position peaked at $3.42M in Q2 2021.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.