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CFM Wealth Partners’s 3M MMM Stock Holding History

CFM Wealth Partners’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
-2,470
Closed -$207K – 151
2023
Q2 		$207K Buy
2,470
+22
+0.9% +$1.87K 0.05% 160
2023
Q1 		$215K Sell
2,448
-184
-7% -$17.4K 0.06% 147
2022
Q4 		$264K Sell
2,632
-132
-5% -$13.5K 0.08% 141
2022
Q3 		$255K Hold
2,764
– – 0.08% 133
2022
Q2 		$299K Sell
2,764
-79
-3% -$9.55K 0.09% 133
2022
Q1 		$355K Hold
2,843
– – 0.09% 135
2021
Q4 		$422K Sell
2,843
-43
-1% -$6.41K 0.09% 124
2021
Q3 		$423K Sell
2,886
-415
-13% -$67.2K 0.11% 119
2021
Q2 		$548K Sell
3,301
-13
-0.4% -$2.17K 0.15% 97
2021
Q1 		$534K Buy
3,314
+12
+0.4% +$1.8K 0.16% 94
2020
Q4 		$483K Hold
3,302
– – 0.15% 89
2020
Q3 		$442K Hold
3,302
– – 0.16% 90
2020
Q2 		$430K Sell
3,302
-26
-0.8% -$3.28K 0.16% 88
2020
Q1 		$380K Sell
3,328
-42
-1% -$5.53K 0.18% 87
2019
Q4 		$510K Buy
+3,370
New +$472K 0.19% 85

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

CFM Wealth Partners's MMM Position: Q3 2023 in Review

CFM Wealth Partners sold out of 3M (MMM) in Q3 2023, closing a stake of 2,470 shares — an estimated $207K sold.

CFM Wealth Partners first reported a position in MMM in Q4 2019 and held it in 15 quarters. The position peaked at $548K in Q2 2021. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

  • CFM Wealth Partners reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
  • CFM Wealth Partners sold 2,470 3M shares in Q3 2023, an estimated $207K.
  • CFM Wealth Partners first reported a position in 3M in Q4 2019 and held it in 15 quarters.
  • CFM Wealth Partners's 3M position peaked at $548K in Q2 2021.
  • 1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on CFM Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.