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Transform Wealth’s 3M MMM Stock Holding History

Transform Wealth’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
-4,530
Closed -$355K – 251
2023
Q3 		$355K Sell
4,530
-4,081
-47% -$350K 0.04% 192
2023
Q2 		$721K Sell
8,611
-22
-0.3% -$1.87K 0.06% 155
2023
Q1 		$759K Buy
8,633
+3,484
+68% +$329K 0.07% 143
2022
Q4 		$516K Buy
+5,149
New +$525K 0.06% 146
2022
Q2 		– Sell
-1,666
Closed -$207K – 211
2022
Q1 		$207K Sell
1,666
-179
-10% -$23.8K 0.02% 216
2021
Q4 		$274K Hold
1,845
– – 0.03% 192
2021
Q3 		$271K Sell
1,845
-29
-2% -$4.7K 0.03% 197
2021
Q2 		$311K Buy
+1,874
New +$313K 0.04% 199
2020
Q4 		– Sell
-2,455
Closed -$329K – 216
2020
Q3 		$329K Buy
2,455
+191
+8% +$25.7K 0.05% 170
2020
Q2 		$295K Sell
2,264
-2,002
-47% -$252K 0.05% 184
2020
Q1 		$487K Buy
4,266
+11
+0.3% +$1.45K 0.1% 145
2019
Q4 		$628K Sell
4,255
-362
-8% -$50.7K 0.1% 145
2019
Q3 		$635K Sell
4,617
-1,759
-28% -$246K 0.11% 135
2019
Q2 		$924K Buy
6,376
+1,348
+27% +$208K 0.14% 141
2019
Q1 		$874K Sell
5,028
-914
-15% -$154K 0.16% 116
2018
Q4 		$947K Sell
5,942
-239
-4% -$39.7K 0.19% 113
2018
Q3 		$1.09M Sell
6,181
-688
-10% -$119K 0.19% 121
2018
Q2 		$1.13M Sell
6,869
-8,751
-56% -$1.49M 0.2% 125
2018
Q1 		$2.87M Buy
15,620
+309
+2% +$61.2K 0.55% 65
2017
Q4 		$3.01M Buy
15,311
+435
+3% +$83.7K 0.56% 60
2017
Q3 		$2.61M Buy
+14,876
New +$2.58M 0.91% 28
2017
Q2 		– Sell
-17,460
Closed -$2.79M – 113
2017
Q1 		$2.79M Sell
17,460
-796
-4% -$122K 1.05% 20
2016
Q4 		$2.73M Buy
18,256
+1,827
+11% +$264K 1.08% 20
2016
Q3 		$2.42M Sell
16,429
-1,512
-8% -$226K 1.04% 18
2016
Q2 		$2.63M Buy
+17,941
New +$2.53M 1.1% 11

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

Transform Wealth's MMM Position: Q4 2023 in Review

Transform Wealth sold out of 3M (MMM) in Q4 2023, closing a stake of 4,530 shares — an estimated $355K sold.

Transform Wealth first reported a position in MMM in Q2 2016 and held it in 25 quarters. The position peaked at $3.01M in Q4 2017. 1,979 funds tracked by Wall St. Rank hold MMM as of Q4 2023.

  • Transform Wealth reported no remaining 3M position as of Q4 2023 after selling out during the quarter.
  • Transform Wealth sold 4,530 3M shares in Q4 2023, an estimated $355K.
  • Transform Wealth first reported a position in 3M in Q2 2016 and held it in 25 quarters.
  • Transform Wealth's 3M position peaked at $3.01M in Q4 2017.
  • 1,979 funds tracked by Wall St. Rank held 3M as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.