Sutton Wealth Advisors’s 3M MMM Stock Holding History

Sutton Wealth Advisors’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 Q3	$195K	Sell	2,488 -30	-1%	-$2.58K	0.1%	109
2023 Q2	$211K	Buy	2,518 +189	+8%	+$16.1K	0.1%	102
2023 Q1	$205K	Sell	2,329 -1,178	-34%	-$111K	0.11%	103
2022 Q4	$352K	Buy	3,507 +356	+11%	+$36.3K	0.13%	115
2022 Q3	$291K	Buy	3,151 +981	+45%	+$108K	0.12%	130
2022 Q2	$235K	Buy	2,170 +398	+22%	+$48.1K	0.09%	148
2022 Q1	$221K	Buy	1,772 +419	+31%	+$55.7K	0.08%	171
2021 Q4	$201K	Buy	1,353 +33	+3%	+$4.92K	0.07%	177
2021 Q3	$194K	Sell	1,320 -12	-0.9%	-$1.94K	0.07%	178
2021 Q2	$221K	Hold	1,332	–	–	0.08%	169
2021 Q1	$215K	Buy	1,332 +9	+0.7%	+$1.35K	0.08%	165
2020 Q4	$193K	Buy	1,323 +17	+1%	+$2.41K	0.08%	161
2020 Q3	$175K	Buy	1,306 +4	+0.3%	+$538	0.08%	155
2020 Q2	$170K	Sell	1,302 -4	-0.3%	-$504	0.09%	151
2020 Q1	$149K	Sell	1,306 -124	-9%	-$16.3K	0.09%	152
2019 Q4	$211K	Hold	1,430	–	–	0.11%	147
2019 Q3	$197K	Buy	1,430 +223	+18%	+$31.2K	0.11%	148
2019 Q2	$175K	Sell	1,207 -20	-2%	-$3.08K	0.1%	156
2019 Q1	$213K	Buy	1,227 +9	+0.7%	+$1.51K	0.12%	132
2018 Q4	$194K	Buy	1,218 +15	+1%	+$2.49K	0.13%	132
2018 Q3	$212K	Buy	1,203 +35	+3%	+$6.03K	0.14%	121
2018 Q2	$192K	Hold	1,168	–	–	0.13%	129
2018 Q1	$214K	Hold	1,168	–	–	0.15%	117
2017 Q4	$230K	Hold	1,168	–	–	0.17%	113
2017 Q3	$205K	Hold	1,168	–	–	0.16%	113
2017 Q2	$203K	Buy	1,168 +10	+0.9%	+$1.67K	0.16%	110
2017 Q1	$185K	Hold	1,158	–	–	0.16%	112
2016 Q4	$173K	Hold	1,158	–	–	0.15%	112
2016 Q3	$171K	Hold	1,158	–	–	0.16%	109
2016 Q2	$170K	Hold	1,158	–	–	0.16%	109
2016 Q1	$161K	Buy	+1,158	New	+$149K	0.15%	116

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's MMM Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its 3M (MMM) stake by 1.2% in Q3 2023, selling an estimated $2.58K and leaving 2,488 shares worth $195K. The position accounts for 0.1% of the portfolio, ranked #109.

Sutton Wealth Advisors first reported a position in MMM in Q1 2016 and has held it in 31 quarters since. The position peaked at $352K in Q4 2022. 1,833 funds tracked by Wall St. Rank hold MMM as of Q3 2023.

Sutton Wealth Advisors held 2,488 shares of 3M worth $195K as of Q3 2023.
Sutton Wealth Advisors sold 30 3M shares in Q3 2023, an estimated $2.58K.
3M made up 0.1% of Sutton Wealth Advisors's portfolio in Q3 2023, its #109 holding.
Sutton Wealth Advisors first reported a position in 3M in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's 3M position peaked at $352K in Q4 2022.
1,833 funds tracked by Wall St. Rank held 3M as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.