LWM
MMM icon

LBA Wealth Management’s 3M MMM Stock Holding History

LBA 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
2017
Q1 		$13K Hold
79
– – 0.01% 306
2016
Q4 		$12K Hold
79
– – 0.01% 308
2016
Q3 		$12K Sell
79
-66
-46% -$9.85K 0.01% 310
2016
Q2 		$21K Buy
145
+7
+5% +$987 0.01% 251
2016
Q1 		$19K Hold
138
– – 0.01% 250
2015
Q4 		$17K Buy
138
+66
+92% +$8.48K 0.01% 265
2015
Q3 		$9K Sell
72
-42
-37% -$5.17K 0.01% 260
2015
Q2 		$15K Hold
114
– – 0.01% 223
2015
Q1 		$16K Hold
114
– – 0.01% 215
2014
Q4 		$16K Sell
114
-33
-22% -$4.24K 0.01% 211
2014
Q3 		$17K Buy
147
+3
+2% +$361 0.01% 251
2014
Q2 		$17K Buy
144
+120
+500% +$14.1K 0.01% 189
2014
Q1 		$3K Sell
24
-82
-77% -$9.11K ﹤0.01% 238
2013
Q4 		$12K Buy
+106
New +$11.3K 0.01% 199

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LBA Wealth Management's MMM Position: Q1 2017 in Review

LBA Wealth Management held its 3M (MMM) position steady in Q1 2017 at 79 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #306.

LBA Wealth Management first reported a position in MMM in Q4 2013 and has held it in 14 quarters since. The position peaked at $21K in Q2 2016. 1,710 funds tracked by Wall St. Rank hold MMM as of Q1 2017.

  • LBA Wealth Management held 79 shares of 3M worth $13K as of Q1 2017.
  • LBA Wealth Management left its 3M share count unchanged in Q1 2017.
  • 3M made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #306 holding.
  • LBA Wealth Management first reported a position in 3M in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's 3M position peaked at $21K in Q2 2016.
  • 1,710 funds tracked by Wall St. Rank held 3M as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.