LWM
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Lenox Wealth Management’s 3M MMM Stock Holding History

Lenox 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
2020
Q2 		$184K Buy
1,412
+185
+15% +$23.3K 0.06% 152
2020
Q1 		$140K Buy
1,227
+302
+33% +$39.7K 0.05% 165
2019
Q4 		$136K Buy
925
+132
+17% +$18.5K 0.04% 186
2019
Q3 		$108K Buy
793
+104
+15% +$14.5K 0.03% 201
2019
Q2 		$99K Buy
689
+7
+1% +$1.08K 0.03% 192
2019
Q1 		$118K Buy
682
+239
+54% +$40.2K 0.04% 163
2018
Q4 		$70K Hold
443
– – 0.02% 188
2018
Q3 		$78K Hold
443
– – 0.02% 210
2018
Q2 		$73K Sell
443
-16
-3% -$2.73K 0.02% 193
2018
Q1 		$84K Sell
459
-653
-59% -$129K 0.03% 176
2017
Q4 		$219K Sell
1,112
-54
-5% -$10.4K 0.07% 131
2017
Q3 		$204K Hold
1,166
– – 0.07% 132
2017
Q2 		$203K Sell
1,166
-120
-9% -$20.1K 0.08% 128
2017
Q1 		$206K Buy
1,286
+18
+1% +$2.76K 0.15% 37
2016
Q4 		$189K Buy
1,268
+329
+35% +$47.5K 0.14% 31
2016
Q3 		$138K Sell
939
-119
-11% -$17.8K 0.11% 44
2016
Q2 		$155K Hold
1,058
– – 0.11% 40
2016
Q1 		$147K Buy
1,058
+119
+13% +$15.3K 0.1% 45
2015
Q4 		$118K Sell
939
-12
-1% -$1.54K 0.09% 56
2015
Q3 		$113K Sell
951
-12
-1% -$1.48K 0.09% 48
2015
Q2 		$124K Hold
963
– – 0.09% 50
2015
Q1 		$133K Hold
963
– – 0.09% 48
2014
Q4 		$132K Sell
963
-174
-15% -$22.3K 0.09% 52
2014
Q3 		$135K Buy
1,137
+174
+18% +$20.9K 0.09% 54
2014
Q2 		$115K Sell
963
-89
-8% -$10.4K 0.08% 65
2014
Q1 		$119K Hold
1,052
– – 0.06% 71
2013
Q4 		$123K Buy
+1,052
New +$112K 0.08% 72

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lenox Wealth Management's MMM Position: Q2 2020 in Review

Lenox Wealth Management increased its 3M (MMM) stake by 15% in Q2 2020, buying an estimated $23.3K and bringing the position to 1,412 shares worth $184K. The position accounts for 0.06% of the portfolio, ranked #152.

Lenox Wealth Management first reported a position in MMM in Q4 2013 and has held it in 27 quarters since. The position peaked at $219K in Q4 2017. 1,993 funds tracked by Wall St. Rank hold MMM as of Q2 2020.

  • Lenox Wealth Management held 1,412 shares of 3M worth $184K as of Q2 2020.
  • Lenox Wealth Management bought 185 3M shares in Q2 2020, an estimated $23.3K.
  • 3M made up 0.06% of Lenox Wealth Management's portfolio in Q2 2020, its #152 holding.
  • Lenox Wealth Management first reported a position in 3M in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's 3M position peaked at $219K in Q4 2017.
  • 1,993 funds tracked by Wall St. Rank held 3M as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.