Lumature Wealth Partners’s 3M MMM Stock Holding History

Lumature Wealth 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
2023 Q2	$405K	Buy	4,841 +1,314	+37%	+$112K	0.24%	80
2023 Q1	$310K	Buy	3,527 +307	+10%	+$29K	0.17%	99
2022 Q4	$323K	Buy	3,220 +445	+16%	+$45.4K	0.18%	97
2022 Q3	$256K	Buy	2,775 +169	+6%	+$18.5K	0.14%	119
2022 Q2	$282K	Buy	2,606 +103	+4%	+$12.4K	0.13%	117
2022 Q1	$312K	Buy	2,503 +1,828	+271%	+$243K	0.13%	119
2021 Q4	$100K	Sell	675 -43	-6%	-$6.41K	0.04%	180
2021 Q3	$105K	Sell	718 -283	-28%	-$45.9K	0.04%	173
2021 Q2	$166K	Sell	1,001 -2	-0.2%	-$334	0.07%	153
2021 Q1	$162K	Sell	1,003 -3,108	-76%	-$465K	0.09%	135
2020 Q4	$601K	Buy	+4,111	New	+$584K	0.57%	49

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's MMM Position: Q2 2023 in Review

Lumature Wealth Partners increased its 3M (MMM) stake by 37% in Q2 2023, buying an estimated $112K and bringing the position to 4,841 shares worth $405K. The position accounts for 0.24% of the portfolio, ranked #80.

Lumature Wealth Partners first reported a position in MMM in Q4 2020 and has held it in 11 quarters since. The position peaked at $601K in Q4 2020. 1,878 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

Lumature Wealth Partners held 4,841 shares of 3M worth $405K as of Q2 2023.
Lumature Wealth Partners bought 1,314 3M shares in Q2 2023, an estimated $112K.
3M made up 0.24% of Lumature Wealth Partners's portfolio in Q2 2023, its #80 holding.
Lumature Wealth Partners first reported a position in 3M in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's 3M position peaked at $601K in Q4 2020.
1,878 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.