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	–	617
2022 Q4	$14K	Buy	+136	New	+$13.9K	﹤0.01%	463
2022 Q1	–	Sell	-19	Closed	-$3K	–	528
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	–	479
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	–	785
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	–	580
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 $5.7T 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

Flossbach Von Storch

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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