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IBEX Wealth Advisors’s 3M MMM Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-30,546
Closed -$4.18M – 221
2024
Q3 		$4.18M Buy
30,546
+29,131
+2,059% +$3.57M 1.14% 39
2024
Q2 		$145K Buy
+1,415
New +$138K 0.02% 141
2022
Q3 		– Sell
-2,949
Closed -$319K – 159
2022
Q2 		$319K Buy
+2,949
New +$356K 0.07% 122
2021
Q4 		– Sell
-33
Closed -$5K – 335
2021
Q3 		$5K Buy
+33
New +$5.35K ﹤0.01% 402
2018
Q1 		– Sell
-2,879
Closed -$577K – 107
2017
Q4 		$577K Sell
2,879
-19
-0.7% -$3.66K 0.26% 66
2017
Q3 		$525K Hold
2,898
– – 0.19% 95
2017
Q2 		$510K Buy
2,898
+174
+6% +$29.1K 0.2% 96
2017
Q1 		$433K Sell
2,724
-36
-1% -$5.52K 0.27% 68
2016
Q4 		$412K Sell
2,760
-21,406
-89% -$3.09M 0.2% 92
2016
Q3 		$3.56M Buy
+24,166
New +$3.61M 1.95% 13

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

IBEX Wealth Advisors's MMM Position: Q4 2024 in Review

IBEX Wealth Advisors sold out of 3M (MMM) in Q4 2024, closing a stake of 30,546 shares — an estimated $4.18M sold.

IBEX Wealth Advisors first reported a position in MMM in Q3 2016 and held it in 10 quarters. The position peaked at $4.18M in Q3 2024. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

  • IBEX Wealth Advisors reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 30,546 3M shares in Q4 2024, an estimated $4.18M.
  • IBEX Wealth Advisors first reported a position in 3M in Q3 2016 and held it in 10 quarters.
  • IBEX Wealth Advisors's 3M position peaked at $4.18M in Q3 2024.
  • 2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on IBEX Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.