IPW
MMM icon

Inlet Private Wealth’s 3M MMM Stock Holding History

Inlet Private 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
2023
Q3 		– Sell
-4,074
Closed -$341K – 128
2023
Q2 		$341K Buy
4,074
+406
+11% +$34.5K 0.09% 108
2023
Q1 		$322K Buy
3,668
+399
+12% +$37.6K 0.08% 110
2022
Q4 		$328K Sell
3,269
-1,508
-32% -$154K 0.08% 108
2022
Q3 		$441K Hold
4,777
– – 0.13% 96
2022
Q2 		$517K Buy
4,777
+16
+0.3% +$1.93K 0.15% 96
2022
Q1 		$593K Buy
4,761
+45
+1% +$5.98K 0.15% 98
2021
Q4 		$700K Buy
4,716
+12
+0.3% +$1.79K 0.17% 98
2021
Q3 		$690K Hold
4,704
– – 0.19% 92
2021
Q2 		$781K Buy
4,704
+724
+18% +$121K 0.2% 88
2021
Q1 		$641K Buy
3,980
+55
+1% +$8.23K 0.18% 90
2020
Q4 		$574K Buy
3,925
+179
+5% +$25.4K 0.19% 92
2020
Q3 		$502K Buy
3,746
+598
+19% +$80.4K 0.2% 90
2020
Q2 		$411K Hold
3,148
– – 0.16% 93
2020
Q1 		$359K Buy
3,148
+299
+10% +$39.3K 0.17% 95
2019
Q4 		$420K Buy
+2,849
New +$399K 0.14% 107

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
Charles Schwab
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
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
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

Inlet Private Wealth's MMM Position: Q3 2023 in Review

Inlet Private Wealth sold out of 3M (MMM) in Q3 2023, closing a stake of 4,074 shares — an estimated $341K sold.

Inlet Private Wealth first reported a position in MMM in Q4 2019 and held it in 15 quarters. The position peaked at $781K in Q2 2021. 1,832 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

  • Inlet Private Wealth reported no remaining 3M position as of Q3 2023 after selling out during the quarter.
  • Inlet Private Wealth sold 4,074 3M shares in Q3 2023, an estimated $341K.
  • Inlet Private Wealth first reported a position in 3M in Q4 2019 and held it in 15 quarters.
  • Inlet Private Wealth's 3M position peaked at $781K in Q2 2021.
  • 1,832 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Inlet Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.