CM Wealth Advisors’s 3M MMM Stock Holding History

CM Wealth Advisors’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 Q2	–	Sell	-752	Closed	-$60.1K	–	139
2024 Q1	$60.1K	Buy	+752	New	+$62.4K	0.02%	183
2023 Q4	–	Sell	-1,184	Closed	-$1.28M	–	77
2023 Q3	$1.28M	Buy	+1,184	New	+$102K	0.49%	21

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

CM Wealth Advisors's MMM Position: Q2 2024 in Review

CM Wealth Advisors sold out of 3M (MMM) in Q2 2024, closing a stake of 752 shares — an estimated $60.1K sold.

CM Wealth Advisors first reported a position in MMM in Q3 2023 and held it in 2 quarters. The position peaked at $1.28M in Q3 2023. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

CM Wealth Advisors reported no remaining 3M position as of Q2 2024 after selling out during the quarter.
CM Wealth Advisors sold 752 3M shares in Q2 2024, an estimated $60.1K.
CM Wealth Advisors first reported a position in 3M in Q3 2023 and held it in 2 quarters.
CM Wealth Advisors's 3M position peaked at $1.28M in Q3 2023.
1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.