Shakespeare Wealth Management’s 3M MMM Stock Holding History

Shakespeare 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
2022 Q1	–	Sell	-1,369	Closed	-$203K	–	80
2021 Q4	$203K	Hold	1,369	–	–	0.07%	73
2021 Q3	$202K	Buy	+1,369	New	+$222K	0.08%	74
2020 Q1	–	Sell	-1,483	Closed	-$219K	–	62
2019 Q4	$219K	Hold	1,483	–	–	0.12%	71
2019 Q3	$204K	Sell	1,483 -215	-13%	-$30.1K	0.12%	73
2019 Q2	$246K	Hold	1,698	–	–	0.16%	62
2019 Q1	$295K	Hold	1,698	–	–	0.22%	38
2018 Q4	$271K	Hold	1,698	–	–	0.21%	40
2018 Q3	$299K	Hold	1,698	–	–	0.23%	35
2018 Q2	$279K	Hold	1,698	–	–	0.25%	33
2018 Q1	$312K	Buy	+1,698	New	+$336K	0.27%	34

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Shakespeare Wealth Management's MMM Position: Q1 2022 in Review

Shakespeare Wealth Management sold out of 3M (MMM) in Q1 2022, closing a stake of 1,369 shares — an estimated $203K sold.

Shakespeare Wealth Management first reported a position in MMM in Q1 2018 and held it in 10 quarters. The position peaked at $312K in Q1 2018. 2,265 funds tracked by Wall St. Rank hold MMM as of Q1 2022.

Shakespeare Wealth Management reported no remaining 3M position as of Q1 2022 after selling out during the quarter.
Shakespeare Wealth Management sold 1,369 3M shares in Q1 2022, an estimated $203K.
Shakespeare Wealth Management first reported a position in 3M in Q1 2018 and held it in 10 quarters.
Shakespeare Wealth Management's 3M position peaked at $312K in Q1 2018.
2,265 funds tracked by Wall St. Rank held 3M as of Q1 2022.

Based on Shakespeare Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.