LWM
MMM icon

Liberty Wealth Management’s 3M MMM Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,014
Closed -$149K – 742
2021
Q3 		$149K Buy
1,014
+223
+28% +$36.1K 0.05% 212
2021
Q2 		$131K Buy
791
+229
+41% +$38.2K 0.05% 181
2021
Q1 		$81K Buy
562
+3
+0.5% +$449 0.04% 211
2020
Q4 		$81K Buy
559
+69
+14% +$9.79K 0.04% 209
2020
Q3 		$66K Sell
490
-22
-4% -$2.96K 0.04% 196
2020
Q2 		$67K Sell
512
-280
-35% -$35.3K 0.05% 191
2020
Q1 		$90K Buy
792
+4
+0.5% +$526 0.08% 148
2019
Q4 		$116K Sell
788
-6
-0.8% -$840 0.09% 145
2019
Q3 		$109K Sell
794
-66
-8% -$9.23K 0.1% 138
2019
Q2 		$125K Buy
860
+46
+6% +$7.08K 0.11% 145
2019
Q1 		$141K Buy
814
+7
+0.9% +$1.18K 0.11% 108
2018
Q4 		$128K Buy
+807
New +$134K 0.1% 113

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Liberty Wealth Management's MMM Position: Q4 2021 in Review

Liberty Wealth Management sold out of 3M (MMM) in Q4 2021, closing a stake of 1,014 shares — an estimated $149K sold.

Liberty Wealth Management first reported a position in MMM in Q4 2018 and held it in 12 quarters. The position peaked at $149K in Q3 2021. 2,352 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

  • Liberty Wealth Management reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,014 3M shares in Q4 2021, an estimated $149K.
  • Liberty Wealth Management first reported a position in 3M in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's 3M position peaked at $149K in Q3 2021.
  • 2,352 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.