Schrum Private Wealth Management’s 3M MMM Stock Holding History

Schrum Private 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
2024 Q4	–	Sell	-1,942	Closed	-$265K	–	157
2024 Q3	$265K	Buy	+1,942	New	+$238K	0.14%	145
2024 Q2	–	Sell	-3,836	Closed	-$340K	–	132
2024 Q1	$340K	Buy	+3,836	New	+$318K	0.31%	78
2023 Q4	–	Sell	-4,660	Closed	-$365K	–	109
2023 Q3	$365K	Sell	4,660 -106	-2%	-$9.1K	0.42%	64
2023 Q2	$399K	Sell	4,766 -50	-1%	-$4.25K	0.43%	61
2023 Q1	$423K	Sell	4,816 -29	-0.6%	-$2.73K	0.49%	58
2022 Q4	$486K	Sell	4,845 -10	-0.2%	-$1.02K	0.58%	51
2022 Q3	$449K	Buy	4,855 +187	+4%	+$20.5K	0.57%	53
2022 Q2	$505K	Buy	4,668 +144	+3%	+$17.4K	0.57%	50
2022 Q1	$556K	Buy	4,524 +21	+0.5%	+$2.79K	0.56%	53
2021 Q4	$670K	Buy	+4,503	New	+$671K	0.61%	44

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Schrum Private Wealth Management's MMM Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of 3M (MMM) in Q4 2024, closing a stake of 1,942 shares — an estimated $265K sold.

Schrum Private Wealth Management first reported a position in MMM in Q4 2021 and held it in 10 quarters. The position peaked at $670K in Q4 2021. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

Schrum Private Wealth Management reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
Schrum Private Wealth Management sold 1,942 3M shares in Q4 2024, an estimated $265K.
Schrum Private Wealth Management first reported a position in 3M in Q4 2021 and held it in 10 quarters.
Schrum Private Wealth Management's 3M position peaked at $670K in Q4 2021.
2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.