Capstone Wealth Management Group (Pennsylvania)’s 3M MMM Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 Q1	–	Sell	-5,430	Closed	-$496K	–	71
2023 Q4	$496K	Sell	5,430 -4,553	-46%	-$365K	0.47%	41
2023 Q3	$781K	Sell	9,983 -1,115	-10%	-$95.7K	0.81%	30
2023 Q2	$929K	Sell	11,098 -140	-1%	-$11.9K	0.96%	28
2023 Q1	$988K	Buy	11,238 +657	+6%	+$62K	1.09%	21
2022 Q4	$1.06M	Sell	10,581 -5,033	-32%	-$513K	1.14%	23
2022 Q3	$1.44M	Buy	15,614 +4,931	+46%	+$541K	1.85%	14
2022 Q2	$1.16M	Buy	10,683 +1,419	+15%	+$172K	1.39%	20
2022 Q1	$1.15M	Buy	9,264 +5,546	+149%	+$737K	1.15%	22
2021 Q4	$552K	Buy	+3,718	New	+$554K	0.45%	45

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Wealth Management Group (Pennsylvania)'s MMM Position: Q1 2024 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of 3M (MMM) in Q1 2024, closing a stake of 5,430 shares — an estimated $496K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in MMM in Q4 2021 and held it in 9 quarters. The position peaked at $1.44M in Q3 2022. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

Capstone Wealth Management Group (Pennsylvania) reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 5,430 3M shares in Q1 2024, an estimated $496K.
Capstone Wealth Management Group (Pennsylvania) first reported a position in 3M in Q4 2021 and held it in 9 quarters.
Capstone Wealth Management Group (Pennsylvania)'s 3M position peaked at $1.44M in Q3 2022.
1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2024, filed 18 Apr 2024.