Evanson Asset Management’s 3M MMM Stock Holding History

Evanson Asset Management’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 Q4	–	Sell	-1,570	Closed	-$215K	–	315
2024 Q3	$215K	Buy	+1,570	New	+$192K	0.02%	290
2023 Q4	–	Sell	-2,577	Closed	-$202K	–	305
2023 Q3	$202K	Sell	2,577 -1,184	-31%	-$102K	0.02%	266
2023 Q2	$315K	Sell	3,761 -60	-2%	-$5.1K	0.03%	217
2023 Q1	$336K	Buy	3,821 +127	+3%	+$12K	0.03%	197
2022 Q4	$370K	Sell	3,694 -884	-19%	-$90.2K	0.04%	184
2022 Q3	$423K	Buy	4,578 +125	+3%	+$13.7K	0.05%	167
2022 Q2	$482K	Sell	4,453 -593	-12%	-$71.7K	0.05%	163
2022 Q1	$628K	Buy	5,046 +5	+0.1%	+$665	0.06%	141
2021 Q4	$749K	Buy	5,041 +5	+0.1%	+$745	0.07%	128
2021 Q3	$826K	Buy	5,036 +2	+0%	+$324	0.08%	115
2021 Q2	$836K	Sell	5,034 -688	-12%	-$115K	0.09%	111
2021 Q1	$922K	Buy	5,722 +3	+0.1%	+$449	0.14%	95
2020 Q4	$836K	Buy	5,719 +3	+0.1%	+$426	0.13%	97
2020 Q3	$766K	Sell	5,716 -59	-1%	-$7.94K	0.14%	91
2020 Q2	$753K	Sell	5,775 -182	-3%	-$22.9K	0.15%	85
2020 Q1	$680K	Buy	5,957 +58	+1%	+$7.63K	0.16%	80
2019 Q4	$870K	Sell	5,899 -20	-0.3%	-$2.8K	0.17%	77
2019 Q3	$814K	Sell	5,919 -32	-0.5%	-$4.47K	0.17%	80
2019 Q2	$863K	Sell	5,951 -61	-1%	-$9.39K	0.17%	74
2019 Q1	$1.04M	Buy	6,012 +1	+0%	+$168	0.22%	65
2018 Q4	$958K	Buy	6,011 +60	+1%	+$9.96K	0.22%	65
2018 Q3	$1.05M	Buy	5,951 +43	+0.7%	+$7.41K	0.21%	68
2018 Q2	$972K	Buy	5,908 +1,213	+26%	+$207K	0.19%	73
2018 Q1	$862K	Sell	4,695 -150	-3%	-$29.7K	0.18%	81
2017 Q4	$954K	Buy	4,845 +257	+6%	+$49.4K	0.19%	77
2017 Q3	$805K	Buy	4,588 +598	+15%	+$104K	0.17%	85
2017 Q2	$695K	Hold	3,990	–	–	0.16%	91
2017 Q1	$638K	Buy	3,990 +60	+2%	+$9.2K	0.16%	91
2016 Q4	$587K	Buy	3,930 +987	+34%	+$142K	0.16%	95
2016 Q3	$434K	Sell	2,943 -42	-1%	-$6.27K	0.12%	116
2016 Q2	$437K	Buy	2,985 +2	+0.1%	+$282	0.13%	113
2016 Q1	$416K	Sell	2,983 -33	-1%	-$4.24K	0.14%	113
2015 Q4	$380K	Buy	3,016 +36	+1%	+$4.63K	0.14%	122
2015 Q3	$353K	Hold	2,980	–	–	0.13%	131
2015 Q2	$385K	Sell	2,980 -121	-4%	-$16.2K	0.13%	128
2015 Q1	$428K	Buy	3,101 +119	+4%	+$16.4K	0.15%	116
2014 Q4	$410K	Buy	2,982 +40	+1%	+$5.13K	0.15%	116
2014 Q3	$349K	Buy	2,942 +177	+6%	+$21.3K	0.14%	123
2014 Q2	$331K	Hold	2,765	–	–	0.13%	138
2014 Q1	$314K	Sell	2,765 -31	-1%	-$3.44K	0.14%	125
2013 Q4	$328K	Buy	+2,796	New	+$298K	0.15%	118

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Evanson Asset Management's MMM Position: Q4 2024 in Review

Evanson Asset Management sold out of 3M (MMM) in Q4 2024, closing a stake of 1,570 shares — an estimated $215K sold.

Evanson Asset Management first reported a position in MMM in Q4 2013 and held it in 41 quarters. The position peaked at $1.05M in Q3 2018. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

Evanson Asset Management reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
Evanson Asset Management sold 1,570 3M shares in Q4 2024, an estimated $215K.
Evanson Asset Management first reported a position in 3M in Q4 2013 and held it in 41 quarters.
Evanson Asset Management's 3M position peaked at $1.05M in Q3 2018.
2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on Evanson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.