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Lighthouse Financial Advisors’s 3M MMM Stock Holding History

Lighthouse Financial Advisors’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
Q1 		$2.99M Sell
18,566
-354
-2% -$53K 0.91% 22
2020
Q4 		$2.77M Buy
18,920
+363
+2% +$51.5K 0.94% 31
2020
Q3 		$2.48M Buy
18,557
+179
+1% +$24.1K 0.95% 29
2020
Q2 		$2.38M Buy
18,378
+656
+4% +$82.7K 1% 26
2020
Q1 		$2.01M Buy
17,722
+4,952
+39% +$651K 1.23% 22
2019
Q4 		$1.88M Buy
+12,770
New +$1.79M 0.89% 37

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Lighthouse Financial Advisors's MMM Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its 3M (MMM) stake by 1.9% in Q1 2021, selling an estimated $53K and leaving 18,566 shares worth $2.99M. The position accounts for 0.91% of the portfolio, ranked #22.

Lighthouse Financial Advisors first reported a position in MMM in Q4 2019 and has held it in 6 quarters since. 2,254 funds tracked by Wall St. Rank hold MMM as of Q1 2021.

  • Lighthouse Financial Advisors held 18,566 shares of 3M worth $2.99M as of Q1 2021.
  • Lighthouse Financial Advisors sold 354 3M shares in Q1 2021, an estimated $53K.
  • 3M made up 0.91% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #22 holding.
  • Lighthouse Financial Advisors first reported a position in 3M in Q4 2019 and has held it in 6 quarters since.
  • 2,254 funds tracked by Wall St. Rank held 3M as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.