PYA Waltman Capital’s 3M MMM Stock Holding History

PYA Waltman Capital’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
2022 Q4	–	Sell	-176	Closed	-$16K	–	140
2022 Q3	$16K	Hold	176	–	–	0.01%	127
2022 Q2	$19K	Sell	176 -497	-74%	-$60.1K	0.01%	132
2022 Q1	$84K	Buy	+673	New	+$89.5K	0.04%	83

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

PYA Waltman Capital's MMM Position: Q4 2022 in Review

PYA Waltman Capital sold out of 3M (MMM) in Q4 2022, closing a stake of 176 shares — an estimated $16K sold.

PYA Waltman Capital first reported a position in MMM in Q1 2022 and held it in 3 quarters. The position peaked at $84K in Q1 2022. 2,084 funds tracked by Wall St. Rank hold MMM as of Q4 2022.

PYA Waltman Capital reported no remaining 3M position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 176 3M shares in Q4 2022, an estimated $16K.
PYA Waltman Capital first reported a position in 3M in Q1 2022 and held it in 3 quarters.
PYA Waltman Capital's 3M position peaked at $84K in Q1 2022.
2,084 funds tracked by Wall St. Rank held 3M as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.