CWM
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Castle Wealth Management’s 3M MMM Stock Holding History

Castle 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
2022
Q4 		– Sell
-535
Closed -$49K – 415
2022
Q3 		$49K Sell
535
-2,631
-83% -$289K 0.03% 216
2022
Q2 		$343K Buy
+3,166
New +$383K 0.2% 78

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Castle Wealth Management's MMM Position: Q4 2022 in Review

Castle Wealth Management sold out of 3M (MMM) in Q4 2022, closing a stake of 535 shares — an estimated $49K sold.

Castle Wealth Management first reported a position in MMM in Q2 2022 and held it in 2 quarters. The position peaked at $343K in Q2 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • Castle Wealth Management reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 535 3M shares in Q4 2022, an estimated $49K.
  • Castle Wealth Management first reported a position in 3M in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's 3M position peaked at $343K in Q2 2022.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.