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Carson Advisory’s 3M MMM Stock Holding History

Carson Advisory’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
Q3 		– Sell
-2,599
Closed -$218K – 157
2023
Q2 		$218K Buy
2,599
+99
+4% +$8.41K 0.18% 139
2023
Q1 		$220K Sell
2,500
-236
-9% -$22.3K 0.2% 130
2022
Q4 		$274K Buy
2,736
+351
+15% +$35.8K 0.26% 94
2022
Q3 		$220K Sell
2,385
-45
-2% -$4.94K 0.24% 103
2022
Q2 		$263K Sell
2,430
-178
-7% -$21.5K 0.29% 94
2022
Q1 		$325K Sell
2,608
-139
-5% -$18.5K 0.32% 78
2021
Q4 		$408K Buy
+2,747
New +$409K 0.41% 65

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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Advisory's MMM Position: Q3 2023 in Review

Carson Advisory sold out of 3M (MMM) in Q3 2023, closing a stake of 2,599 shares — an estimated $218K sold.

Carson Advisory first reported a position in MMM in Q4 2021 and held it in 7 quarters. The position peaked at $408K in Q4 2021. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

  • Carson Advisory reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
  • Carson Advisory sold 2,599 3M shares in Q3 2023, an estimated $218K.
  • Carson Advisory first reported a position in 3M in Q4 2021 and held it in 7 quarters.
  • Carson Advisory's 3M position peaked at $408K in Q4 2021.
  • 1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Carson Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.