Financial Partners Capital Management’s 3M MMM Stock Holding History

Financial Partners Capital 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
2022 Q4	$1.04M	Buy	10,333 +209	+2%	+$21.3K	0.23%	79
2022 Q3	$935K	Sell	10,124 -13,233	-57%	-$1.45M	0.22%	81
2022 Q2	$2.53M	Buy	23,357 +6,692	+40%	+$809K	0.54%	54
2022 Q1	$2.07M	Buy	16,665 +1,263	+8%	+$168K	0.39%	63
2021 Q4	$2.29M	Buy	15,402 +1,040	+7%	+$155K	0.41%	58
2021 Q3	$2.11M	Buy	14,362 +1,747	+14%	+$283K	0.38%	57
2021 Q2	$2.1M	Buy	12,615 +10,821	+603%	+$1.81M	0.38%	53
2021 Q1	$289K	Hold	1,794	–	–	0.06%	97
2020 Q4	$262K	Hold	1,794	–	–	0.06%	91
2020 Q3	$240K	Hold	1,794	–	–	0.06%	93
2020 Q2	$234K	Hold	1,794	–	–	0.07%	88
2020 Q1	$205K	Buy	+1,794	New	+$236K	0.07%	86
2018 Q4	–	Sell	-1,465	Closed	-$258K	–	85
2018 Q3	$258K	Sell	1,465 -120	-8%	-$20.7K	0.07%	74
2018 Q2	$261K	Buy	1,585 +120	+8%	+$20.5K	0.08%	70
2018 Q1	$269K	Hold	1,465	–	–	0.08%	67
2017 Q4	$288K	Hold	1,465	–	–	0.05%	109
2017 Q3	$257K	Hold	1,465	–	–	0.05%	109
2017 Q2	$255K	Hold	1,465	–	–	0.05%	107
2017 Q1	$234K	Hold	1,465	–	–	0.05%	104
2016 Q4	$219K	Hold	1,465	–	–	0.05%	103
2016 Q3	$208K	Hold	1,465	–	–	0.05%	96
2016 Q2	$215K	Hold	1,465	–	–	0.06%	92
2016 Q1	$204K	Buy	+1,465	New	+$188K	0.05%	101

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Financial Partners Capital Management's MMM Position: Q4 2022 in Review

Financial Partners Capital Management increased its 3M (MMM) stake by 2.1% in Q4 2022, buying an estimated $21.3K and bringing the position to 10,333 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #79.

Financial Partners Capital Management first reported a position in MMM in Q1 2016 and has held it in 23 quarters since. The position peaked at $2.53M in Q2 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

Financial Partners Capital Management held 10,333 shares of 3M worth $1.04M as of Q4 2022.
Financial Partners Capital Management bought 209 3M shares in Q4 2022, an estimated $21.3K.
3M made up 0.23% of Financial Partners Capital Management's portfolio in Q4 2022, its #79 holding.
Financial Partners Capital Management first reported a position in 3M in Q1 2016 and has held it in 23 quarters since.
Financial Partners Capital Management's 3M position peaked at $2.53M in Q2 2022.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.