James Investment Research’s 3M MMM Stock Holding History

James Investment Research’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 Q1	–	Sell	-136	Closed	-$14K	–	616
2022 Q4	$14K	Buy	+136	New	+$13.9K	﹤0.01%	463
2022 Q1	–	Sell	-19	Closed	-$3K	–	527
2021 Q4	$3K	Hold	19	–	–	﹤0.01%	479
2021 Q3	$3K	Hold	19	–	–	﹤0.01%	465
2021 Q2	$3K	Hold	19	–	–	﹤0.01%	477
2021 Q1	$3K	Buy	+19	New	+$2.84K	﹤0.01%	456
2020 Q2	–	Sell	-28	Closed	-$3K	–	478
2020 Q1	$3K	Hold	28	–	–	﹤0.01%	427
2019 Q4	$4K	Hold	28	–	–	﹤0.01%	478
2019 Q3	$4K	Hold	28	–	–	﹤0.01%	536
2019 Q2	$4K	Hold	28	–	–	﹤0.01%	628
2019 Q1	$5K	Buy	+28	New	+$4.71K	﹤0.01%	772
2017 Q3	–	Sell	-144	Closed	-$25K	–	784
2017 Q2	$25K	Hold	144	–	–	﹤0.01%	654
2017 Q1	$23K	Buy	+144	New	+$22.1K	﹤0.01%	589
2016 Q4	–	Sell	-8	Closed	-$1K	–	579
2016 Q3	$1K	Hold	8	–	–	﹤0.01%	549
2016 Q2	$1K	Buy	+8	New	+$1.13K	﹤0.01%	516
2015 Q2	–	Sell	-47	Closed	-$6K	–	513
2015 Q1	$6K	Hold	47	–	–	﹤0.01%	506
2014 Q4	$6K	Hold	47	–	–	﹤0.01%	497
2014 Q3	$6K	Buy	+47	New	+$5.65K	﹤0.01%	503

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's MMM Position: Q1 2023 in Review

James Investment Research sold out of 3M (MMM) in Q1 2023, closing a stake of 136 shares — an estimated $14K sold.

James Investment Research first reported a position in MMM in Q3 2014 and held it in 17 quarters. The position peaked at $25K in Q2 2017. 1,953 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

James Investment Research reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
James Investment Research sold 136 3M shares in Q1 2023, an estimated $14K.
James Investment Research first reported a position in 3M in Q3 2014 and held it in 17 quarters.
James Investment Research's 3M position peaked at $25K in Q2 2017.
1,953 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.