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Summit Wealth & Retirement Planning’s 3M MMM Stock Holding History

Summit Wealth & Retirement Planning’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
2021
Q1 		– Sell
-14,352
Closed -$2.1M – 114
2020
Q4 		$2.1M Hold
14,352
– – 0.8% 29
2020
Q3 		$1.92M Sell
14,352
-499
-3% -$67.1K 0.83% 30
2020
Q2 		$1.94M Sell
14,851
-123
-0.8% -$15.5K 0.91% 30
2020
Q1 		$1.71M Sell
14,974
-311
-2% -$40.9K 0.91% 30
2019
Q4 		$2.25M Sell
15,285
-311
-2% -$43.6K 1% 21
2019
Q3 		$2.14M Hold
15,596
– – 1.3% 16
2019
Q2 		$2.26M Hold
15,596
– – 1.32% 16
2019
Q1 		$2.71M Sell
15,596
-191
-1% -$32.2K 1.61% 11
2018
Q4 		$2.52M Buy
+15,787
New +$2.62M 1.91% 10

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Wealth & Retirement Planning's MMM Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of 3M (MMM) in Q1 2021, closing a stake of 14,352 shares — an estimated $2.1M sold.

Summit Wealth & Retirement Planning first reported a position in MMM in Q4 2018 and held it in 9 quarters. The position peaked at $2.71M in Q1 2019. 2,254 funds tracked by Wall St. Rank hold MMM as of Q1 2021.

  • Summit Wealth & Retirement Planning reported no remaining 3M position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 14,352 3M shares in Q1 2021, an estimated $2.1M.
  • Summit Wealth & Retirement Planning first reported a position in 3M in Q4 2018 and held it in 9 quarters.
  • Summit Wealth & Retirement Planning's 3M position peaked at $2.71M in Q1 2019.
  • 2,254 funds tracked by Wall St. Rank held 3M as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.