Cassady Schiller Wealth Management’s 3M MMM Stock Holding History

Cassady Schiller Wealth Management’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 Q4	$4.13K	Buy	+32	New	+$4.2K	﹤0.01%	448
2023 Q4	–	Sell	-444	Closed	-$34.7K	–	451
2023 Q3	$34.7K	Sell	444 -239	-35%	-$20.5K	0.02%	222
2023 Q2	$57.2K	Sell	683 -777	-53%	-$66K	0.03%	182
2023 Q1	$128K	Sell	1,460 -34	-2%	-$3.21K	0.06%	129
2022 Q4	$150K	Buy	+1,494	New	+$152K	0.09%	112
2022 Q3	–	Sell	-1,853	Closed	-$200K	–	109
2022 Q2	$200K	Buy	1,853 +42	+2%	+$5.08K	0.11%	101
2022 Q1	$225K	Buy	1,811 +90	+5%	+$12K	0.11%	101
2021 Q4	$256K	Buy	+1,721	New	+$256K	0.15%	85

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Cassady Schiller Wealth Management's MMM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in 3M (MMM) in Q4 2024: 32 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MMM as recently as Q3 2023.

Cassady Schiller Wealth Management first reported a position in MMM in Q4 2021 and has held it in 8 quarters since. The position peaked at $256K in Q4 2021. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

Cassady Schiller Wealth Management held 32 shares of 3M worth $4.13K as of Q4 2024.
3M was a new Cassady Schiller Wealth Management position in Q4 2024.
3M made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #448 holding.
Cassady Schiller Wealth Management first reported a position in 3M in Q4 2021 and has held it in 8 quarters since.
Cassady Schiller Wealth Management's 3M position peaked at $256K in Q4 2021.
2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.