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MMM icon

LGL Partners’s 3M MMM Stock Holding History

LGL Partners’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 		– Sell
-2,579
Closed -$238K – 130
2022
Q3 		$238K Buy
+2,579
New +$283K 0.05% 109
2022
Q1 		– Sell
-2,150
Closed -$319K – 110
2021
Q4 		$319K Hold
2,150
– – 0.04% 77
2021
Q3 		$315K Buy
2,150
+281
+15% +$45.5K 0.19% 68
2021
Q2 		$310K Hold
1,869
– – 0.19% 69
2021
Q1 		$301K Buy
1,869
+18
+1% +$2.69K 0.17% 70
2020
Q4 		$271K Hold
1,851
– – 0.16% 75
2020
Q3 		$248K Hold
1,851
– – 0.15% 81
2020
Q2 		$241K Hold
1,851
– – 0.15% 77
2020
Q1 		$211K Buy
+1,851
New +$244K 0.14% 74

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

LGL Partners's MMM Position: Q4 2022 in Review

LGL Partners sold out of 3M (MMM) in Q4 2022, closing a stake of 2,579 shares — an estimated $238K sold.

LGL Partners first reported a position in MMM in Q1 2020 and held it in 9 quarters. The position peaked at $319K in Q4 2021. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

  • LGL Partners reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
  • LGL Partners sold 2,579 3M shares in Q4 2022, an estimated $238K.
  • LGL Partners first reported a position in 3M in Q1 2020 and held it in 9 quarters.
  • LGL Partners's 3M position peaked at $319K in Q4 2021.
  • 2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on LGL Partners's 13F filing for Q4 2022, filed 14 Feb 2023.