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Financial & Tax Architects’s 3M MMM Stock Holding History

Financial & Tax Architects’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 		– Sell
-41,943
Closed -$3.88M – 90
2022
Q3 		$3.88M Buy
41,943
+5,686
+16% +$624K 1.45% 33
2022
Q2 		$3.92M Buy
36,257
+5,452
+18% +$659K 1.49% 28
2022
Q1 		$3.83M Buy
30,805
+7,171
+30% +$954K 1.45% 32
2021
Q4 		$3.51M Buy
23,634
+2,473
+12% +$368K 1.43% 31
2021
Q3 		$3.1M Buy
21,161
+1,158
+6% +$188K 1.41% 32
2021
Q2 		$3.32M Buy
20,003
+704
+4% +$117K 1.63% 20
2021
Q1 		$3.11M Buy
+19,299
New +$2.89M 1.74% 11

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Financial & Tax Architects's MMM Position: Q4 2022 in Review

Financial & Tax Architects sold out of 3M (MMM) in Q4 2022, closing a stake of 41,943 shares — an estimated $3.88M sold.

Financial & Tax Architects first reported a position in MMM in Q1 2021 and held it in 7 quarters. The position peaked at $3.92M in Q2 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • Financial & Tax Architects reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
  • Financial & Tax Architects sold 41,943 3M shares in Q4 2022, an estimated $3.88M.
  • Financial & Tax Architects first reported a position in 3M in Q1 2021 and held it in 7 quarters.
  • Financial & Tax Architects's 3M position peaked at $3.92M in Q2 2022.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Financial & Tax Architects's 13F filing for Q4 2022, filed 9 Feb 2023.