Obermeyer Wealth Partners’s 3M MMM Stock Holding History

Obermeyer 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
2024 Q1	–	Sell	-3,769	Closed	-$344K	–	257
2023 Q4	$344K	Sell	3,769 -441	-10%	-$35.4K	0.02%	155
2023 Q3	$330K	Sell	4,210 -268	-6%	-$23K	0.02%	145
2023 Q2	$375K	Sell	4,478 -121	-3%	-$10.3K	0.03%	142
2023 Q1	$404K	Buy	4,599 +260	+6%	+$24.5K	0.03%	129
2022 Q4	$435K	Sell	4,339 -3,061	-41%	-$312K	0.03%	124
2022 Q3	$684K	Buy	7,400 +3	+0%	+$329	0.06%	82
2022 Q2	$800K	Sell	7,397 -299	-4%	-$36.1K	0.06%	78
2022 Q1	$958K	Hold	7,696	–	–	0.06%	76
2021 Q4	$1.14M	Buy	7,696 +89	+1%	+$13.3K	0.06%	68
2021 Q3	$1.12M	Sell	7,607 -239	-3%	-$38.7K	0.06%	70
2021 Q2	$1.3M	Hold	7,846	–	–	0.07%	66
2021 Q1	$1.26M	Buy	7,846 +6,398	+442%	+$958K	0.08%	63
2020 Q4	$212K	Buy	+1,448	New	+$206K	0.01%	147
2020 Q3	–	Sell	-2,031	Closed	-$265K	–	149
2020 Q2	$265K	Hold	2,031	–	–	0.02%	113
2020 Q1	$232K	Sell	2,031 -60	-3%	-$7.89K	0.02%	105
2019 Q4	$308K	Sell	2,091 -8	-0.4%	-$1.12K	0.03%	101
2019 Q3	$289K	Sell	2,099 -727	-26%	-$102K	0.03%	101
2019 Q2	$410K	Hold	2,826	–	–	0.04%	84
2019 Q1	$491K	Sell	2,826 -102	-3%	-$17.2K	0.05%	77
2018 Q4	$466K	Hold	2,928	–	–	0.05%	77
2018 Q3	$516K	Sell	2,928 -783	-21%	-$135K	0.04%	77
2018 Q2	$610K	Buy	3,711 +179	+5%	+$30.5K	0.05%	68
2018 Q1	$648K	Sell	3,532 -278	-7%	-$55.1K	0.06%	66
2017 Q4	$750K	Buy	3,810 +358	+10%	+$68.9K	0.07%	67
2017 Q3	$606K	Buy	3,452 +510	+17%	+$88.4K	0.05%	74
2017 Q2	$512K	Hold	2,942	–	–	0.05%	78
2017 Q1	$471K	Sell	2,942 -434	-13%	-$66.6K	0.04%	83
2016 Q4	$504K	Buy	3,376 +777	+30%	+$112K	0.05%	79
2016 Q3	$383K	Hold	2,599	–	–	0.04%	90
2016 Q2	$381K	Hold	2,599	–	–	0.04%	86
2016 Q1	$362K	Sell	2,599 -117	-4%	-$15K	0.03%	89
2015 Q4	$342K	Hold	2,716	–	–	0.03%	90
2015 Q3	$322K	Buy	2,716 +767	+39%	+$94.3K	0.03%	91
2015 Q2	$252K	Sell	1,949 -767	-28%	-$103K	0.02%	114
2015 Q1	$375K	Hold	2,716	–	–	0.03%	103
2014 Q4	$373K	Buy	2,716 +767	+39%	+$98.5K	0.03%	108
2014 Q3	$231K	Hold	1,949	–	–	0.06%	57
2014 Q2	$233K	Sell	1,949 -240	-11%	-$28.2K	0.06%	55
2014 Q1	$248K	Hold	2,189	–	–	0.06%	49
2013 Q4	$257K	Hold	2,189	–	–	0.07%	53
2013 Q3	$219K	Hold	2,189	–	–	0.06%	54
2013 Q2	$200K	Buy	+2,189	New	+$199K	0.06%	59

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Obermeyer Wealth Partners's MMM Position: Q1 2024 in Review

Obermeyer Wealth Partners sold out of 3M (MMM) in Q1 2024, closing a stake of 3,769 shares — an estimated $344K sold.

Obermeyer Wealth Partners first reported a position in MMM in Q2 2013 and held it in 42 quarters. The position peaked at $1.3M in Q2 2021. 1,939 funds tracked by Wall St. Rank hold MMM as of Q1 2024.

Obermeyer Wealth Partners reported no remaining 3M position as of Q1 2024 after selling out during the quarter.
Obermeyer Wealth Partners sold 3,769 3M shares in Q1 2024, an estimated $344K.
Obermeyer Wealth Partners first reported a position in 3M in Q2 2013 and held it in 42 quarters.
Obermeyer Wealth Partners's 3M position peaked at $1.3M in Q2 2021.
1,939 funds tracked by Wall St. Rank held 3M as of Q1 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.