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Charles Schwab Investment Advisory’s 3M MMM Stock Holding History

Charles Schwab Investment 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
2020
Q1 		– Sell
-1,673,248
Closed -$247M – 119
2019
Q4 		$247M Buy
1,673,248
+103,120
+7% +$14.4M 0.35% 86
2019
Q3 		$216M Buy
1,570,128
+99,913
+7% +$14M 0.33% 89
2019
Q2 		$213M Buy
1,470,215
+77,282
+6% +$11.9M 0.34% 85
2019
Q1 		$242M Buy
1,392,933
+35,637
+3% +$6M 0.41% 73
2018
Q4 		$216M Buy
1,357,296
+35,899
+3% +$5.96M 0.41% 79
2018
Q3 		$233M Buy
1,321,397
+24,678
+2% +$4.25M 0.4% 76
2018
Q2 		$213M Buy
+1,296,719
New +$221M 0.39% 77

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab Investment Advisory's MMM Position: Q1 2020 in Review

Charles Schwab Investment Advisory sold out of 3M (MMM) in Q1 2020, closing a stake of 1,673,248 shares — an estimated $247M sold.

Charles Schwab Investment Advisory first reported a position in MMM in Q2 2018 and held it in 7 quarters. The position peaked at $247M in Q4 2019. 1,957 funds tracked by Wall St. Rank hold MMM as of Q1 2020.

  • Charles Schwab Investment Advisory reported no remaining 3M position as of Q1 2020 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 1,673,248 3M shares in Q1 2020, an estimated $247M.
  • Charles Schwab Investment Advisory first reported a position in 3M in Q2 2018 and held it in 7 quarters.
  • Charles Schwab Investment Advisory's 3M position peaked at $247M in Q4 2019.
  • 1,957 funds tracked by Wall St. Rank held 3M as of Q1 2020.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2020, filed 15 May 2020.