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Laurel Wealth Advisors (California)’s 3M MMM Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$3.02M Sell
30,130
-1,560
-5% -$159K 0.3% 80
2022
Q3 		$2.93M Sell
31,690
-17,949
-36% -$1.97M 0.31% 77
2022
Q2 		$5.37M Sell
49,639
-853
-2% -$103K 0.55% 38
2022
Q1 		$6.29M Buy
50,492
+1,312
+3% +$174K 0.52% 41
2021
Q4 		$7.3M Buy
49,180
+2,217
+5% +$330K 0.56% 31
2021
Q3 		$6.89M Sell
46,963
-558
-1% -$90.4K 1.27% 11
2021
Q2 		$7.89M Buy
47,521
+2,280
+5% +$380K 1.02% 15
2021
Q1 		$7.29M Sell
45,241
-1,685
-4% -$252K 1.1% 14
2020
Q4 		$6.86M Sell
46,926
-1,189
-2% -$169K 1.01% 17
2020
Q3 		$6.44M Sell
48,115
-2,098
-4% -$282K 1.06% 16
2020
Q2 		$6.55M Buy
50,213
+7,919
+19% +$998K 1.2% 12
2020
Q1 		$4.83M Buy
42,294
+2,723
+7% +$358K 1.11% 13
2019
Q4 		$5.84M Sell
39,571
-1,674
-4% -$234K 0.98% 15
2019
Q3 		$5.67M Buy
41,245
+3,472
+9% +$485K 0.97% 16
2019
Q2 		$5.47M Buy
37,773
+221
+0.6% +$34K 1.2% 12
2019
Q1 		$6.52M Buy
37,552
+359
+1% +$60.4K 1.61% 5
2018
Q4 		$5.92M Sell
37,193
-215
-0.6% -$35.7K 1.74% 6
2018
Q3 		$6.59M Buy
37,408
+1,054
+3% +$182K 1.62% 5
2018
Q2 		$5.98M Buy
36,354
+3,466
+11% +$591K 1.59% 7
2018
Q1 		$6.04M Sell
32,888
-917
-3% -$182K 1.87% 4
2017
Q4 		$6.65M Buy
33,805
+1,859
+6% +$358K 1.91% 4
2017
Q3 		$5.61M Buy
31,946
+492
+2% +$85.3K 1.88% 4
2017
Q2 		$5.47M Buy
31,454
+278
+0.9% +$46.5K 1.95% 5
2017
Q1 		$4.99M Sell
31,176
-526
-2% -$80.7K 1.92% 6
2016
Q4 		$4.73M Sell
31,702
-547
-2% -$78.9K 2.1% 7
2016
Q3 		$4.75M Sell
32,249
-708
-2% -$106K 2.25% 5
2016
Q2 		$4.83M Buy
32,957
+2,122
+7% +$299K 2.32% 5
2016
Q1 		$4.3M Buy
30,835
+2,417
+9% +$310K 2.16% 6
2015
Q4 		$3.58M Buy
+28,418
New +$3.65M 1.85% 7

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MMM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its 3M (MMM) stake by 4.9% in Q4 2022, selling an estimated $159K and leaving 30,130 shares worth $3.02M. The position accounts for 0.3% of the portfolio, ranked #80.

Laurel Wealth Advisors (California) first reported a position in MMM in Q4 2015 and has held it in 29 quarters since. The position peaked at $7.89M in Q2 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 30,130 shares of 3M worth $3.02M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,560 3M shares in Q4 2022, an estimated $159K.
  • 3M made up 0.3% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #80 holding.
  • Laurel Wealth Advisors (California) first reported a position in 3M in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s 3M position peaked at $7.89M in Q2 2021.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.