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Sound Financial Strategies Group’s 3M MMM Stock Holding History

Sound Financial Strategies 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
2024
Q4 		– Sell
-5,507
Closed -$753K – 98
2024
Q3 		$753K Buy
5,507
+105
+2% +$12.9K 0.6% 49
2024
Q2 		$552K Buy
+5,402
New +$527K 0.48% 62
2022
Q1 		– Sell
-3,690
Closed -$548K – 93
2021
Q4 		$548K Sell
3,690
-48
-1% -$7.15K 0.27% 72
2021
Q3 		$548K Buy
3,738
+6
+0.2% +$972 0.28% 67
2021
Q2 		$620K Sell
3,732
-9
-0.2% -$1.5K 0.31% 49
2021
Q1 		$603K Buy
+3,741
New +$560K 0.31% 41

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Sound Financial Strategies Group's MMM Position: Q4 2024 in Review

Sound Financial Strategies Group sold out of 3M (MMM) in Q4 2024, closing a stake of 5,507 shares — an estimated $753K sold.

Sound Financial Strategies Group first reported a position in MMM in Q1 2021 and held it in 6 quarters. The position peaked at $753K in Q3 2024. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

  • Sound Financial Strategies Group reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 5,507 3M shares in Q4 2024, an estimated $753K.
  • Sound Financial Strategies Group first reported a position in 3M in Q1 2021 and held it in 6 quarters.
  • Sound Financial Strategies Group's 3M position peaked at $753K in Q3 2024.
  • 2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on Sound Financial Strategies Group's 13F filing for Q4 2024, filed 6 Feb 2025.