Icon Wealth Partners’s 3M MMM Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-2,684	Closed	-$236K	–	423
2023 Q1	$236K	Buy	+2,684	New	+$253K	0.03%	293
2022 Q2	$292K	Buy	2,695 +6	+0.2%	+$725	0.03%	245
2022 Q1	$335K	Buy	+2,689	New	+$358K	0.03%	257
2021 Q4	–	Sell	-3,100	Closed	-$455K	–	334
2021 Q3	$455K	Sell	3,100 -40	-1%	-$6.48K	0.05%	232
2021 Q2	$521K	Sell	3,140 -21	-0.7%	-$3.5K	0.06%	220
2021 Q1	$509K	Buy	+3,161	New	+$473K	0.06%	211
2019 Q2	–	Sell	-189	Closed	-$33K	–	541
2019 Q1	$33K	Buy	+189	New	+$31.8K	0.01%	447
2018 Q3	–	Sell	-261	Closed	-$43K	–	559
2018 Q2	$43K	Buy	+261	New	+$44.5K	0.02%	421
2018 Q1	–	Sell	-468	Closed	-$92K	–	557
2017 Q4	$92K	Buy	+468	New	+$90K	0.05%	288

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

Icon Wealth Partners's MMM Position: Q2 2023 in Review

Icon Wealth Partners sold out of 3M (MMM) in Q2 2023, closing a stake of 2,684 shares — an estimated $236K sold.

Icon Wealth Partners first reported a position in MMM in Q4 2017 and held it in 9 quarters. The position peaked at $521K in Q2 2021. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

Icon Wealth Partners reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
Icon Wealth Partners sold 2,684 3M shares in Q2 2023, an estimated $236K.
Icon Wealth Partners first reported a position in 3M in Q4 2017 and held it in 9 quarters.
Icon Wealth Partners's 3M position peaked at $521K in Q2 2021.
1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.