SWM
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Sugarloaf Wealth Management’s 3M MMM Stock Holding History

Sugarloaf 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 		$203K Buy
1,571
+2
+0.1% +$262 0.04% 164
2024
Q3 		$214K Buy
1,569
+2
+0.1% +$245 0.04% 157
2024
Q2 		$160K Sell
1,567
-305
-16% -$29.7K 0.03% 181
2024
Q1 		$166K Buy
1,872
+5
+0.3% +$415 0.03% 177
2023
Q4 		$171K Sell
1,867
-158
-8% -$12.7K 0.04% 164
2023
Q3 		$159K Sell
2,025
-258
-11% -$22.2K 0.04% 154
2023
Q2 		$191K Buy
2,283
+6
+0.3% +$510 0.04% 140
2023
Q1 		$200K Sell
2,277
-371
-14% -$35K 0.05% 132
2022
Q4 		$266K Sell
2,648
-249
-9% -$25.4K 0.07% 106
2022
Q3 		$268K Buy
2,897
+256
+10% +$28.1K 0.07% 104
2022
Q2 		$286K Buy
2,641
+9
+0.3% +$1.09K 0.07% 99
2022
Q1 		$328K Buy
2,632
+366
+16% +$48.7K 0.08% 90
2021
Q4 		$336K Buy
2,266
+4
+0.2% +$596 0.08% 94
2021
Q3 		$332K Sell
2,262
-136
-6% -$22K 0.09% 93
2021
Q2 		$398K Buy
2,398
+24
+1% +$4K 0.11% 80
2021
Q1 		$382 Sell
2,374
-62
-3% -$9.28K 0.11% 80
2020
Q4 		$356K Buy
2,436
+1
+0% +$142 0.12% 81
2020
Q3 		$326K Sell
2,435
-477
-16% -$64.2K 0.12% 80
2020
Q2 		$380K Buy
2,912
+226
+8% +$28.5K 0.15% 78
2020
Q1 		$307K Buy
2,686
+38
+1% +$5K 0.14% 79
2019
Q4 		$391K Buy
+2,648
New +$371K 0.17% 90

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

Sugarloaf Wealth Management's MMM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its 3M (MMM) stake by 0.13% in Q4 2024, buying an estimated $262 and bringing the position to 1,571 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #164.

Sugarloaf Wealth Management first reported a position in MMM in Q4 2019 and has held it in 21 quarters since. The position peaked at $398K in Q2 2021. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

  • Sugarloaf Wealth Management held 1,571 shares of 3M worth $203K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 3M shares in Q4 2024, an estimated $262.
  • 3M made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #164 holding.
  • Sugarloaf Wealth Management first reported a position in 3M in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's 3M position peaked at $398K in Q2 2021.
  • 2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.