THWM
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Taylor Hoffman Wealth Management’s 3M MMM Stock Holding History

Taylor Hoffman 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
2023
Q4 		– Sell
-5,307
Closed -$415K – 109
2023
Q3 		$415K Buy
5,307
+455
+9% +$39.1K 0.21% 77
2023
Q2 		$406K Buy
4,852
+1,250
+35% +$106K 0.2% 79
2023
Q1 		$317K Buy
+3,602
New +$340K 0.17% 85
2022
Q4 		– Sell
-7,148
Closed -$660K – 120
2022
Q3 		$660K Buy
7,148
+92
+1% +$10.1K 0.35% 74
2022
Q2 		$758K Buy
7,056
+117
+2% +$14.1K 0.37% 77
2022
Q1 		$864K Buy
6,939
+9
+0.1% +$1.2K 0.35% 78
2021
Q4 		$1.03M Sell
6,930
-33
-0.5% -$4.92K 0.39% 72
2021
Q3 		$1.03M Hold
6,963
– – 0.44% 72
2021
Q2 		$1.16M Sell
6,963
-1,326
-16% -$221K 0.5% 67
2021
Q1 		$1.33M Buy
8,289
+17
+0.2% +$2.54K 0.61% 57
2020
Q4 		$1.21M Hold
8,272
– – 0.62% 59
2020
Q3 		$1.11M Sell
8,272
-9,693
-54% -$1.3M 0.65% 57
2020
Q2 		$2.34M Sell
17,965
-223
-1% -$28.1K 1.47% 15
2020
Q1 		$2.08M Buy
18,188
+7,435
+69% +$978K 1.99% 10
2019
Q4 		$1.59M Sell
10,753
-345
-3% -$48.3K 1.02% 29
2019
Q3 		$1.52M Sell
11,098
-320
-3% -$44.7K 1.08% 27
2019
Q2 		$1.66M Sell
11,418
-60
-0.5% -$9.24K 1.33% 21
2019
Q1 		$1.99M Sell
11,478
-538
-4% -$90.6K 1.48% 20
2018
Q4 		$1.91M Sell
12,016
-46
-0.4% -$7.64K 1.71% 17
2018
Q3 		$2.13M Hold
12,062
– – 1.68% 19
2018
Q2 		$1.98M Hold
12,062
– – 1.72% 19
2018
Q1 		$2.21M Buy
12,062
+957
+9% +$190K 2.02% 7
2017
Q4 		$2.19M Buy
+11,105
New +$2.14M 2.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Taylor Hoffman Wealth Management's MMM Position: Q4 2023 in Review

Taylor Hoffman Wealth Management sold out of 3M (MMM) in Q4 2023, closing a stake of 5,307 shares — an estimated $415K sold.

Taylor Hoffman Wealth Management first reported a position in MMM in Q4 2017 and held it in 23 quarters. The position peaked at $2.34M in Q2 2020. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Taylor Hoffman Wealth Management reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 5,307 3M shares in Q4 2023, an estimated $415K.
  • Taylor Hoffman Wealth Management first reported a position in 3M in Q4 2017 and held it in 23 quarters.
  • Taylor Hoffman Wealth Management's 3M position peaked at $2.34M in Q2 2020.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.