Lyell Wealth Management’s 3M MMM Stock Holding History

Lyell 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	-1,454	Closed	-$213K	–	191
2021 Q3	$213K	Hold	1,454	–	–	0.03%	172
2021 Q2	$242K	Buy	+1,454	New	+$243K	0.03%	173
2020 Q4	–	Sell	-1,615	Closed	-$216K	–	160
2020 Q3	$216K	Buy	+1,615	New	+$217K	0.04%	126
2020 Q1	–	Sell	-1,585	Closed	-$234K	–	129
2019 Q4	$234K	Sell	1,585 -179	-10%	-$25.1K	0.06%	120
2019 Q3	$242K	Buy	+1,764	New	+$247K	0.07%	107
2018 Q4	–	Sell	-1,136	Closed	-$200K	–	114
2018 Q3	$200K	Buy	+1,136	New	+$196K	0.07%	115
2018 Q2	–	Sell	-1,136	Closed	-$209K	–	111
2018 Q1	$209K	Hold	1,136	–	–	0.08%	104
2017 Q4	$224K	Buy	+1,136	New	+$219K	0.09%	101

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Lyell Wealth Management sold out of 3M (MMM) in Q4 2021, closing a stake of 1,454 shares — an estimated $213K sold.

Lyell Wealth Management first reported a position in MMM in Q4 2017 and held it in 8 quarters. The position peaked at $242K in Q2 2021. 2,352 funds tracked by Wall St. Rank hold MMM as of Q4 2021.

Lyell Wealth Management reported no remaining 3M position as of Q4 2021 after selling out during the quarter.
Lyell Wealth Management sold 1,454 3M shares in Q4 2021, an estimated $213K.
Lyell Wealth Management first reported a position in 3M in Q4 2017 and held it in 8 quarters.
Lyell Wealth Management's 3M position peaked at $242K in Q2 2021.
2,352 funds tracked by Wall St. Rank held 3M as of Q4 2021.

Based on Lyell Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.