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FirstPurpose Wealth’s 3M MMM Stock Holding History

FirstPurpose Wealth’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 		$243K Sell
3,132
-4
-0.1% -$332 0.09% 182
2023
Q4 		$287K Buy
3,136
+7
+0.2% +$562 0.11% 159
2023
Q3 		$245K Buy
3,129
+633
+25% +$54.4K 0.11% 166
2023
Q2 		$209K Buy
2,496
+33
+1% +$2.8K 0.09% 186
2023
Q1 		$216K Buy
2,463
+97
+4% +$9.15K 0.11% 173
2022
Q4 		$237K Buy
2,366
+19
+0.8% +$1.94K 0.13% 150
2022
Q3 		$217K Buy
2,347
+363
+18% +$39.8K 0.14% 132
2022
Q2 		$215K Buy
1,984
+72
+4% +$8.7K 0.14% 124
2022
Q1 		$238K Buy
+1,912
New +$254K 0.19% 116

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FirstPurpose Wealth's MMM Position: Q1 2024 in Review

FirstPurpose Wealth reduced its 3M (MMM) stake by 0.13% in Q1 2024, selling an estimated $332 and leaving 3,132 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #182.

FirstPurpose Wealth first reported a position in MMM in Q1 2022 and has held it in 9 quarters since. The position peaked at $287K in Q4 2023. 1,940 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

  • FirstPurpose Wealth held 3,132 shares of 3M worth $243K as of Q1 2024.
  • FirstPurpose Wealth sold 4 3M shares in Q1 2024, an estimated $332.
  • 3M made up 0.09% of FirstPurpose Wealth's portfolio in Q1 2024, its #182 holding.
  • FirstPurpose Wealth first reported a position in 3M in Q1 2022 and has held it in 9 quarters since.
  • FirstPurpose Wealth's 3M position peaked at $287K in Q4 2023.
  • 1,940 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.