Burleson & Co’s 3M MMM Stock Holding History

Burleson & Co’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	$22.4K	Hold	224	–	–	0.01%	223
2022 Q3	$21K	Buy	224 +134	+149%	+$14.7K	﹤0.01%	246
2022 Q2	$10K	Hold	90	–	–	﹤0.01%	271
2022 Q1	$11K	Hold	90	–	–	﹤0.01%	269
2021 Q4	$13K	Sell	90 -1,435	-94%	-$214K	﹤0.01%	252
2021 Q3	$224K	Hold	1,525	–	–	0.03%	126
2021 Q2	$253K	Hold	1,525	–	–	0.04%	129
2021 Q1	$246K	Hold	1,525	–	–	0.04%	121
2020 Q4	$223K	Hold	1,525	–	–	0.04%	125
2020 Q3	$208K	Sell	1,525 -109	-7%	-$14.7K	0.04%	130
2020 Q2	$216K	Buy	1,634 +1	+0.1%	+$126	0.05%	116
2020 Q1	$203K	Buy	1,633 +61	+4%	+$8.03K	0.05%	112
2019 Q4	$234K	Hold	1,572	–	–	0.07%	112
2019 Q3	$222K	Hold	1,572	–	–	0.08%	99
2019 Q2	$228K	Buy	1,572 +2	+0.1%	+$308	0.1%	97
2019 Q1	$243K	Buy	+1,570	New	+$264K	0.1%	98

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Burleson & Co's MMM Position: Q4 2022 in Review

Burleson & Co held its 3M (MMM) position steady in Q4 2022 at 224 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #223.

Burleson & Co first reported a position in MMM in Q1 2019 and has held it in 16 quarters since. The position peaked at $253K in Q2 2021. 2,085 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Burleson & Co held 224 shares of 3M worth $22.4K as of Q4 2022.
Burleson & Co left its 3M share count unchanged in Q4 2022.
3M made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #223 holding.
Burleson & Co first reported a position in 3M in Q1 2019 and has held it in 16 quarters since.
Burleson & Co's 3M position peaked at $253K in Q2 2021.
2,085 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.