Financial Advisory Group’s 3M MMM Stock Holding History

Financial Advisory Group’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	$317K	Buy	3,572 +12	+0.3%	+$995	0.06%	74
2023 Q4	$325K	Hold	3,560	–	–	0.06%	73
2023 Q3	$279K	Sell	3,560 -64	-2%	-$5.5K	0.06%	72
2023 Q2	$303K	Hold	3,624	–	–	0.06%	69
2023 Q1	$318K	Hold	3,624	–	–	0.06%	70
2022 Q4	$363K	Sell	3,624 -359	-9%	-$36.6K	0.08%	64
2022 Q3	$368K	Hold	3,983	–	–	0.08%	63
2022 Q2	$431K	Hold	3,983	–	–	0.09%	61
2022 Q1	$496K	Hold	3,983	–	–	0.1%	58
2021 Q4	$592K	Sell	3,983 -353	-8%	-$52.6K	0.12%	52
2021 Q3	$636K	Sell	4,336 -973	-18%	-$158K	0.14%	48
2021 Q2	$882K	Buy	5,309 +350	+7%	+$58.4K	0.21%	44
2021 Q1	$799K	Sell	4,959 -344	-6%	-$51.5K	0.2%	42
2020 Q4	$775K	Buy	5,303 +344	+7%	+$48.8K	0.2%	44
2020 Q3	$664K	Sell	4,959 -239	-5%	-$32.1K	0.21%	43
2020 Q2	$678K	Buy	5,198 +239	+5%	+$30.1K	0.23%	40
2020 Q1	$566K	Hold	4,959	–	–	0.18%	42
2019 Q4	$731K	Hold	4,959	–	–	0.19%	41
2019 Q3	$682K	Hold	4,959	–	–	0.19%	39
2019 Q2	$724K	Sell	4,959 -119	-2%	-$18.3K	0.19%	40
2019 Q1	$882K	Buy	5,078 +359	+8%	+$60.4K	0.24%	36
2018 Q4	$752K	Hold	4,719	–	–	0.23%	36
2018 Q3	$831K	Hold	4,719	–	–	0.22%	32
2018 Q2	$776K	Buy	4,719 +119	+3%	+$20.3K	0.21%	31
2018 Q1	$844K	Hold	4,600	–	–	0.26%	30
2017 Q4	$905K	Hold	4,600	–	–	0.27%	31
2017 Q3	$807K	Hold	4,600	–	–	0.27%	30
2017 Q2	$801K	Hold	4,600	–	–	0.27%	33
2017 Q1	$736K	Hold	4,600	–	–	0.25%	34
2016 Q4	$687K	Buy	4,600 +61	+1%	+$8.8K	0.26%	34
2016 Q3	$669K	Buy	4,539 +42	+0.9%	+$6.27K	0.29%	34
2016 Q2	$658K	Sell	4,497 -31	-0.7%	-$4.37K	0.32%	31
2016 Q1	$631K	Buy	4,528 +7	+0.2%	+$899	0.31%	33
2015 Q4	$569K	Buy	4,521 +14	+0.3%	+$1.8K	0.27%	33
2015 Q3	$534K	Sell	4,507 -135	-3%	-$16.6K	0.26%	28
2015 Q2	$599K	Buy	4,642 +135	+3%	+$18.1K	0.3%	26
2015 Q1	$622K	Sell	4,507 -7	-0.2%	-$964	0.3%	23
2014 Q4	$620K	Buy	4,514 +12	+0.3%	+$1.54K	0.33%	23
2014 Q3	$533K	Buy	4,502 +12	+0.3%	+$1.44K	0.3%	26
2014 Q2	$536K	Buy	4,490 +10	+0.2%	+$1.17K	0.3%	25
2014 Q1	$508K	Hold	4,480	–	–	0.28%	28
2013 Q4	$525K	Hold	4,480	–	–	0.3%	25
2013 Q3	$447K	Hold	4,480	–	–	0.28%	24
2013 Q2	$410K	Buy	+4,480	New	+$407K	0.26%	30

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Financial Advisory Group's MMM Position: Q1 2024 in Review

Financial Advisory Group increased its 3M (MMM) stake by 0.34% in Q1 2024, buying an estimated $995 and bringing the position to 3,572 shares worth $317K. The position accounts for 0.06% of the portfolio, ranked #74.

Financial Advisory Group first reported a position in MMM in Q2 2013 and has held it in 44 quarters since. The position peaked at $905K in Q4 2017. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

Financial Advisory Group held 3,572 shares of 3M worth $317K as of Q1 2024.
Financial Advisory Group bought 12 3M shares in Q1 2024, an estimated $995.
3M made up 0.06% of Financial Advisory Group's portfolio in Q1 2024, its #74 holding.
Financial Advisory Group first reported a position in 3M in Q2 2013 and has held it in 44 quarters since.
Financial Advisory Group's 3M position peaked at $905K in Q4 2017.
1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.