Horan Securities’s 3M MMM Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-472	Closed	-$39.6K	–	435
2023 Q2	$39.6K	Sell	472 -186	-28%	-$15.8K	0.02%	258
2023 Q1	$57.8K	Sell	658 -23	-3%	-$2.17K	0.03%	199
2022 Q4	$68.3K	Sell	681 -28	-4%	-$2.85K	0.04%	176
2022 Q3	$66K	Buy	709 +177	+33%	+$19.4K	0.04%	159
2022 Q2	$57K	Buy	532 +33	+7%	+$3.99K	0.03%	161
2022 Q1	$62K	Hold	499	–	–	0.04%	162
2021 Q4	$74K	Buy	+499	New	+$74.3K	0.04%	149
2021 Q2	$76K	Buy	458 +84	+22%	+$14K	0.05%	141
2021 Q1	$60K	Buy	374 +2	+0.5%	+$299	0.05%	130
2020 Q4	$54K	Sell	372 -35	-9%	-$4.97K	0.04%	120
2020 Q3	$54K	Buy	407 +4	+1%	+$538	0.05%	96
2020 Q2	$53K	Buy	403 +56	+16%	+$7.06K	0.06%	70
2020 Q1	$40K	Buy	+347	New	+$45.6K	0.05%	76
2019 Q4	–	Sell	-341	Closed	-$47K	–	156
2019 Q3	$47K	Buy	341 +4	+1%	+$559	0.05%	73
2019 Q2	$49K	Buy	+337	New	+$51.9K	0.06%	70

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return