EWM
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Executive Wealth Management’s 3M MMM Stock Holding History

Executive Wealth 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
2023
Q1 		– Sell
-2,071
Closed -$208K – 200
2022
Q4 		$208K Buy
+2,071
New +$211K 0.03% 185
2022
Q3 		– Sell
-1,859
Closed -$201K – 183
2022
Q2 		$201K Sell
1,859
-660
-26% -$79.8K 0.03% 175
2022
Q1 		$313K Buy
2,519
+1,035
+70% +$138K 0.03% 160
2021
Q4 		$220K Sell
1,484
-4
-0.3% -$596 0.02% 181
2021
Q3 		$218K Sell
1,488
-78
-5% -$12.6K 0.02% 174
2021
Q2 		$260K Sell
1,566
-226
-13% -$37.7K 0.03% 167
2021
Q1 		$288K Sell
1,792
-118
-6% -$17.7K 0.03% 158
2020
Q4 		$279K Sell
1,910
-22
-1% -$3.12K 0.03% 146
2020
Q3 		$258K Buy
1,932
+20
+1% +$2.69K 0.04% 133
2020
Q2 		$249K Sell
1,912
-120
-6% -$15.1K 0.04% 121
2020
Q1 		$231K Buy
2,032
+185
+10% +$24.3K 0.04% 113
2019
Q4 		$272K Buy
1,847
+3
+0.2% +$420 0.04% 128
2019
Q3 		$253K Sell
1,844
-22
-1% -$3.08K 0.04% 119
2019
Q2 		$270K Buy
1,866
+192
+11% +$29.6K 0.04% 141
2019
Q1 		$291K Sell
1,674
-207
-11% -$34.8K 0.05% 125
2018
Q4 		$300K Buy
+1,881
New +$312K 0.05% 123

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Executive Wealth Management's MMM Position: Q1 2023 in Review

Executive Wealth Management sold out of 3M (MMM) in Q1 2023, closing a stake of 2,071 shares — an estimated $208K sold.

Executive Wealth Management first reported a position in MMM in Q4 2018 and held it in 16 quarters. The position peaked at $313K in Q1 2022. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • Executive Wealth Management reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • Executive Wealth Management sold 2,071 3M shares in Q1 2023, an estimated $208K.
  • Executive Wealth Management first reported a position in 3M in Q4 2018 and held it in 16 quarters.
  • Executive Wealth Management's 3M position peaked at $313K in Q1 2022.
  • 1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Executive Wealth Management's 13F filing for Q1 2023, filed 11 May 2023.