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Kiely Wealth Advisory Group’s 3M MMM Stock Holding History

Kiely Wealth Advisory Group’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 		$14.2K Hold
95
– – 0.01% 177
2024
Q3 		$12.3K Hold
95
– – 0.01% 189
2024
Q2 		$11.8K Sell
95
-19
-17% -$1.85K 0.01% 174
2024
Q1 		$8.76K Hold
114
– – 0.01% 178
2023
Q4 		$9.17K Buy
+114
New +$9.15K 0.01% 176

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

Kiely Wealth Advisory Group's MMM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its 3M (MMM) position steady in Q4 2024 at 95 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #177.

Kiely Wealth Advisory Group first reported a position in MMM in Q4 2023 and has held it in 5 quarters since. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

  • Kiely Wealth Advisory Group held 95 shares of 3M worth $14.2K as of Q4 2024.
  • Kiely Wealth Advisory Group left its 3M share count unchanged in Q4 2024.
  • 3M made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #177 holding.
  • Kiely Wealth Advisory Group first reported a position in 3M in Q4 2023 and has held it in 5 quarters since.
  • 2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.