DWA
MMM icon

Delos Wealth Advisors’s 3M MMM Stock Holding History

Delos 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
Q1 		– Sell
-7
Closed -$656 – 416
2023
Q4 		$656 Hold
7
– – ﹤0.01% 231
2023
Q3 		$641 Hold
7
– – ﹤0.01% 263
2023
Q2 		$601 Hold
7
– – ﹤0.01% 272
2023
Q1 		$631 Hold
7
– – ﹤0.01% 272
2022
Q4 		$720 Hold
7
– – ﹤0.01% 261
2022
Q3 		$1K Buy
7
+2
+40% +$219 ﹤0.01% 252
2022
Q2 		$1K Hold
5
– – ﹤0.01% 218
2022
Q1 		$1K Hold
5
– – ﹤0.01% 236
2021
Q4 		$1K Hold
5
– – ﹤0.01% 420
2021
Q3 		$1K Hold
5
– – ﹤0.01% 185
2021
Q2 		$1K Buy
+5
New +$834 ﹤0.01% 170

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Delos Wealth Advisors's MMM Position: Q1 2024 in Review

Delos Wealth Advisors sold out of 3M (MMM) in Q1 2024, closing a stake of 7 shares — an estimated $656 sold.

Delos Wealth Advisors first reported a position in MMM in Q2 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2022. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • Delos Wealth Advisors reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 7 3M shares in Q1 2024, an estimated $656.
  • Delos Wealth Advisors first reported a position in 3M in Q2 2021 and held it in 11 quarters.
  • Delos Wealth Advisors's 3M position peaked at $1K in Q3 2022.
  • 1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.