Stokes Family Office’s 3M MMM Stock Holding History

Stokes Family Office’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 Q4	–	Sell	-4,070	Closed	-$319K	–	293
2023 Q3	$319K	Buy	4,070 +1,520	+60%	+$131K	0.04%	236
2023 Q2	$213K	Sell	2,550 -2,710	-52%	-$230K	0.02%	285
2023 Q1	$462K	Buy	5,260 +795	+18%	+$75K	0.06%	177
2022 Q4	$448K	Buy	+4,465	New	+$455K	0.06%	177
2022 Q3	–	Sell	-4,615	Closed	-$499K	–	283
2022 Q2	$499K	Buy	4,615 +1,702	+58%	+$206K	0.07%	163
2022 Q1	$363K	Sell	2,913 -758	-21%	-$101K	0.05%	190
2021 Q4	$545K	Sell	3,671 -861	-19%	-$128K	0.07%	153
2021 Q3	$665K	Buy	4,532 +472	+12%	+$76.5K	0.09%	124
2021 Q2	$674K	Buy	4,060 +351	+9%	+$58.6K	0.1%	119
2021 Q1	$598K	Buy	3,709 +957	+35%	+$143K	0.09%	119
2020 Q4	$402K	Buy	2,752 +388	+16%	+$55.1K	0.08%	123
2020 Q3	$317K	Buy	+2,364	New	+$318K	0.07%	124

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Stokes Family Office's MMM Position: Q4 2023 in Review

Stokes Family Office sold out of 3M (MMM) in Q4 2023, closing a stake of 4,070 shares — an estimated $319K sold.

Stokes Family Office first reported a position in MMM in Q3 2020 and held it in 12 quarters. The position peaked at $674K in Q2 2021. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

Stokes Family Office reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
Stokes Family Office sold 4,070 3M shares in Q4 2023, an estimated $319K.
Stokes Family Office first reported a position in 3M in Q3 2020 and held it in 12 quarters.
Stokes Family Office's 3M position peaked at $674K in Q2 2021.
1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.