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Laurel Wealth Planning’s 3M MMM Stock Holding History

Laurel Wealth Planning’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
-2,449
Closed -$246K – 144
2022
Q4 		$246K Sell
2,449
-598
-20% -$61K 0.16% 55
2022
Q3 		$282K Sell
3,047
-714
-19% -$78.3K 0.21% 51
2022
Q2 		$407K Sell
3,761
-247
-6% -$29.9K 0.29% 50
2022
Q1 		$499K Sell
4,008
-111
-3% -$14.8K 0.34% 49
2021
Q4 		$612K Sell
4,119
-743
-15% -$111K 0.46% 43
2021
Q3 		$713K Buy
4,862
+4,678
+2,542% +$758K 0.58% 34
2021
Q2 		$31K Sell
184
-35
-16% -$5.84K 0.03% 72
2021
Q1 		$35K Sell
219
-8
-4% -$1.2K 0.03% 71
2020
Q4 		$33K Buy
+227
New +$32.2K 0.03% 66

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

Laurel Wealth Planning's MMM Position: Q1 2023 in Review

Laurel Wealth Planning sold out of 3M (MMM) in Q1 2023, closing a stake of 2,449 shares — an estimated $246K sold.

Laurel Wealth Planning first reported a position in MMM in Q4 2020 and held it in 9 quarters. The position peaked at $713K in Q3 2021. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • Laurel Wealth Planning reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 2,449 3M shares in Q1 2023, an estimated $246K.
  • Laurel Wealth Planning first reported a position in 3M in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's 3M position peaked at $713K in Q3 2021.
  • 1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.