PWM
MMM icon

Patriot Wealth Management’s 3M MMM Stock Holding History

Patriot 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
2017
Q3 		– Sell
-35,775
Closed -$6.23M – 83
2017
Q2 		$6.23M Sell
35,775
-15,686
-30% -$2.62M 1.04% 38
2017
Q1 		$8.23M Sell
51,461
-622
-1% -$95.4K 1.32% 21
2016
Q4 		$7.78M Buy
52,083
+11,583
+29% +$1.67M 1.47% 19
2016
Q3 		$5.97M Sell
40,500
-1,232
-3% -$184K 1.15% 32
2016
Q2 		$6.11M Buy
41,732
+1,335
+3% +$188K 1.21% 31
2016
Q1 		$5.63M Buy
40,397
+549
+1% +$70.5K 1.14% 35
2015
Q4 		$5.02M Sell
39,848
-151
-0.4% -$19.4K 1.04% 36
2015
Q3 		$4.74M Buy
39,999
+1,500
+4% +$184K 1.1% 35
2015
Q2 		$4.97M Buy
38,499
+378
+1% +$50.7K 1.11% 35
2015
Q1 		$5.26M Buy
38,121
+1,354
+4% +$187K 1.17% 32
2014
Q4 		$5.05M Buy
36,767
+613
+2% +$78.7K 1.18% 32
2014
Q3 		$4.28M Buy
36,154
+940
+3% +$113K 1.06% 40
2014
Q2 		$4.22M Buy
35,214
+214
+0.6% +$25.1K 1.07% 39
2014
Q1 		$3.97M Buy
35,000
+389
+1% +$43.2K 1.06% 38
2013
Q4 		$4.06M Sell
34,611
-24,229
-41% -$2.58M 1.12% 36
2013
Q3 		$5.88M Buy
+58,840
New +$5.72M 1.74% 18
2013
Q2 		– Hold
0
– – – 25

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return