MWM
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Madison Wealth Management’s 3M MMM Stock Holding History

Madison 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
2023
Q1 		– Sell
-6,444
Closed -$646K – 159
2022
Q4 		$646K Sell
6,444
-835
-11% -$85.2K 0.15% 101
2022
Q3 		$673K Buy
7,279
+93
+1% +$10.2K 0.17% 100
2022
Q2 		$778K Sell
7,186
-1,870
-21% -$226K 0.19% 98
2022
Q1 		$1.13M Sell
9,056
-389
-4% -$51.7K 0.24% 87
2021
Q4 		$1.4M Buy
9,445
+164
+2% +$24.4K 0.28% 78
2021
Q3 		$1.36M Buy
9,281
+205
+2% +$33.2K 0.3% 74
2021
Q2 		$1.51M Buy
9,076
+78
+0.9% +$13K 0.33% 70
2021
Q1 		$1.45M Buy
8,998
+707
+9% +$106K 0.35% 70
2020
Q4 		$1.21M Buy
8,291
+208
+3% +$29.5K 0.32% 67
2020
Q3 		$1.08M Buy
8,083
+43
+0.5% +$5.78K 0.32% 64
2020
Q2 		$1.05M Buy
8,040
+240
+3% +$30.2K 0.35% 61
2020
Q1 		$890K Buy
7,800
+244
+3% +$32.1K 0.36% 60
2019
Q4 		$1.11M Buy
+7,556
New +$1.06M 0.32% 65

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
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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Madison Wealth Management's MMM Position: Q1 2023 in Review

Madison Wealth Management sold out of 3M (MMM) in Q1 2023, closing a stake of 6,444 shares — an estimated $646K sold.

Madison Wealth Management first reported a position in MMM in Q4 2019 and held it in 13 quarters. The position peaked at $1.51M in Q2 2021. 1,953 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • Madison Wealth Management reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • Madison Wealth Management sold 6,444 3M shares in Q1 2023, an estimated $646K.
  • Madison Wealth Management first reported a position in 3M in Q4 2019 and held it in 13 quarters.
  • Madison Wealth Management's 3M position peaked at $1.51M in Q2 2021.
  • 1,953 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Madison Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.