Signature Wealth Management Group’s 3M MMM Stock Holding History

Signature Wealth Management Group’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
2023 Q2	$3.11M	Buy	37,136 +2,185	+6%	+$186K	1.45%	33
2023 Q1	$3.07M	Buy	34,951 +2,389	+7%	+$225K	1.46%	33
2022 Q4	$3.26M	Sell	32,562 -2,532	-7%	-$258K	1.6%	29
2022 Q3	$3.24M	Buy	35,094 +217	+0.6%	+$23.8K	1.65%	28
2022 Q2	$3.77M	Sell	34,877 -1,453	-4%	-$176K	1.83%	22
2022 Q1	$4.52M	Buy	36,330 +12,384	+52%	+$1.65M	2.04%	9
2021 Q4	$3.56M	Buy	23,946 +240	+1%	+$35.8K	1.79%	22
2021 Q3	$3.48M	Sell	23,706 -41	-0.2%	-$6.64K	1.93%	15
2021 Q2	$3.94M	Sell	23,747 -502	-2%	-$83.8K	2.2%	7
2021 Q1	$3.91M	Sell	24,249 -208	-0.9%	-$31.1K	2.3%	6
2020 Q4	$3.57M	Sell	24,457 -22	-0.1%	-$3.12K	2.25%	10
2020 Q3	$3.28M	Buy	24,479 +398	+2%	+$53.5K	2.36%	7
2020 Q2	$3.14M	Buy	24,081 +363	+2%	+$45.7K	2.4%	12
2020 Q1	$2.71M	Buy	23,718 +142	+0.6%	+$18.7K	2.38%	15
2019 Q4	$3.48M	Sell	23,576 -96	-0.4%	-$13.4K	2.2%	15
2019 Q3	$3.25M	Buy	+23,672	New	+$3.31M	2.15%	20
2018 Q4	–	Sell	-714	Closed	-$111K	–	209
2018 Q3	$111K	Buy	714 +12	+2%	+$2.07K	0.08%	80
2018 Q2	$115K	Sell	702 -17	-2%	-$2.9K	0.09%	77
2018 Q1	$132K	Sell	719 -58	-7%	-$11.5K	0.1%	74
2017 Q4	$153K	Buy	+777	New	+$149K	0.11%	70

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

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Signature Wealth Management Group's MMM Position: Q2 2023 in Review

Signature Wealth Management Group increased its 3M (MMM) stake by 6.3% in Q2 2023, buying an estimated $186K and bringing the position to 37,136 shares worth $3.11M. The position accounts for 1.45% of the portfolio, ranked #33.

Signature Wealth Management Group first reported a position in MMM in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.52M in Q1 2022. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

Signature Wealth Management Group held 37,136 shares of 3M worth $3.11M as of Q2 2023.
Signature Wealth Management Group bought 2,185 3M shares in Q2 2023, an estimated $186K.
3M made up 1.45% of Signature Wealth Management Group's portfolio in Q2 2023, its #33 holding.
Signature Wealth Management Group first reported a position in 3M in Q4 2017 and has held it in 20 quarters since.
Signature Wealth Management Group's 3M position peaked at $4.52M in Q1 2022.
1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Signature Wealth Management Group's 13F filing for Q2 2023, filed 10 Jul 2023.