Delap Wealth Advisory’s 3M MMM Stock Holding History

Delap Wealth 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
2024 Q2	–	Sell	-3,778	Closed	-$335K	–	227
2024 Q1	$335K	Buy	+3,778	New	+$313K	0.14%	132

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

Delap Wealth Advisory's MMM Position: Q2 2024 in Review

Delap Wealth Advisory sold out of 3M (MMM) in Q2 2024, closing a stake of 3,778 shares — an estimated $335K sold.

Delap Wealth Advisory first reported a position in MMM in Q1 2024 and held it in 1 quarter. The position peaked at $335K in Q1 2024. 1,939 funds tracked by Wall St. Rank hold MMM as of Q2 2024.

Delap Wealth Advisory reported no remaining 3M position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 3,778 3M shares in Q2 2024, an estimated $335K.
Delap Wealth Advisory first reported a position in 3M in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's 3M position peaked at $335K in Q1 2024.
1,939 funds tracked by Wall St. Rank held 3M as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.