Global Wealth Management Investment Advisory’s 3M MMM Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-72	Closed	-$6.56K	–	323
2023 Q4	$6.56K	Buy	+72	New	+$5.78K	﹤0.01%	316
2022 Q3	–	Sell	-395	Closed	-$43K	–	341
2022 Q2	$43K	Buy	395 +240	+155%	+$29K	0.01%	188
2022 Q1	$19K	Hold	155	–	–	0.01%	261
2021 Q4	$23K	Hold	155	–	–	0.01%	245
2021 Q3	$23K	Hold	155	–	–	0.01%	252
2021 Q2	$26K	Sell	155 -30	-16%	-$5.01K	0.01%	230
2021 Q1	$30K	Sell	185 -18	-9%	-$2.69K	0.01%	220
2020 Q4	$30K	Sell	203 -72	-26%	-$10.2K	0.01%	213
2020 Q3	$37K	Sell	275 -220	-44%	-$29.6K	0.02%	192
2020 Q2	$65K	Sell	495 -138	-22%	-$17.4K	0.03%	172
2020 Q1	$72K	Buy	633 +604	+2,083%	+$79.5K	0.04%	151
2019 Q4	$4K	Buy	29 +3	+12%	+$420	﹤0.01%	460
2019 Q3	$4K	Hold	26	–	–	﹤0.01%	427
2019 Q2	$4K	Hold	26	–	–	﹤0.01%	469
2019 Q1	$5K	Hold	26	–	–	﹤0.01%	453
2018 Q4	$4K	Buy	+26	New	+$4.32K	﹤0.01%	513

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

Global Wealth Management Investment Advisory's MMM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of 3M (MMM) in Q1 2024, closing a stake of 72 shares — an estimated $6.56K sold.

Global Wealth Management Investment Advisory first reported a position in MMM in Q4 2018 and held it in 16 quarters. The position peaked at $72K in Q1 2020. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 72 3M shares in Q1 2024, an estimated $6.56K.
Global Wealth Management Investment Advisory first reported a position in 3M in Q4 2018 and held it in 16 quarters.
Global Wealth Management Investment Advisory's 3M position peaked at $72K in Q1 2020.
1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.