Lake Point Wealth Management’s 3M MMM Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$25K	Hold	230	–	–	0.01%	102
2022 Q1	$29K	Hold	230	–	–	0.01%	93
2021 Q4	$34K	Hold	230	–	–	0.01%	89
2021 Q3	$34K	Hold	230	–	–	0.02%	75
2021 Q2	$38K	Buy	+230	New	+$38.4K	0.02%	79
2020 Q1	–	Sell	-230	Closed	-$34K	–	435
2019 Q4	$34K	Buy	+230	New	+$32.2K	0.01%	152
2019 Q2	$33K	Hold	230	–	–	0.01%	190
2019 Q1	$33K	Hold	230	–	–	0.01%	190
2018 Q4	$37K	Buy	+230	New	+$38.2K	0.01%	283

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lake Point Wealth Management's MMM Position: Q2 2022 in Review

Lake Point Wealth Management held its 3M (MMM) position steady in Q2 2022 at 230 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #102.

Lake Point Wealth Management first reported a position in MMM in Q4 2018 and has held it in 9 quarters since. The position peaked at $38K in Q2 2021. 2,184 funds tracked by Wall St. Rank hold MMM as of Q2 2022.

Lake Point Wealth Management held 230 shares of 3M worth $25K as of Q2 2022.
Lake Point Wealth Management left its 3M share count unchanged in Q2 2022.
3M made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #102 holding.
Lake Point Wealth Management first reported a position in 3M in Q4 2018 and has held it in 9 quarters since.
Lake Point Wealth Management's 3M position peaked at $38K in Q2 2021.
2,184 funds tracked by Wall St. Rank held 3M as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.