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Legacy Wealth Management (Mississippi)’s 3M MMM Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q4 		– Sell
-2,237
Closed -$300K – 95
2020
Q3 		$300K Hold
2,237
– – 0.21% 90
2020
Q2 		$292K Hold
2,237
– – 0.22% 82
2020
Q1 		$255K Sell
2,237
-2,858
-56% -$376K 0.24% 84
2019
Q4 		$752K Buy
+5,095
New +$714K 0.65% 46

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s MMM Position: Q4 2020 in Review

Legacy Wealth Management (Mississippi) sold out of 3M (MMM) in Q4 2020, closing a stake of 2,237 shares — an estimated $300K sold.

Legacy Wealth Management (Mississippi) first reported a position in MMM in Q4 2019 and held it in 4 quarters. The position peaked at $752K in Q4 2019. 2,194 funds tracked by Wall St. Rank hold MMM as of Q4 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining 3M position as of Q4 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 2,237 3M shares in Q4 2020, an estimated $300K.
  • Legacy Wealth Management (Mississippi) first reported a position in 3M in Q4 2019 and held it in 4 quarters.
  • Legacy Wealth Management (Mississippi)'s 3M position peaked at $752K in Q4 2019.
  • 2,194 funds tracked by Wall St. Rank held 3M as of Q4 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2020, filed 12 Dec 2024.