TrinityPoint Wealth’s 3M MMM Stock Holding History

TrinityPoint 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
2024 Q4	$1.99M	Buy	15,411 +337	+2%	+$44.2K	0.28%	84
2024 Q3	$2.06M	Buy	15,074 +317	+2%	+$38.8K	0.3%	82
2024 Q2	$1.51M	Sell	14,757 -2,824	-16%	-$275K	0.24%	103
2024 Q1	$1.56M	Buy	+17,581	New	+$1.46M	0.26%	96
2023 Q2	–	Sell	-2,907	Closed	-$256K	–	284
2023 Q1	$256K	Sell	2,907 -126	-4%	-$11.9K	0.05%	230
2022 Q4	$304K	Buy	3,033 +30	+1%	+$3.06K	0.07%	215
2022 Q3	$277K	Buy	+3,003	New	+$329K	0.06%	218
2019 Q2	–	Sell	-2,013	Closed	-$350K	–	181
2019 Q1	$350K	Buy	2,013 +166	+9%	+$27.9K	0.17%	114
2018 Q4	$294K	Buy	+1,847	New	+$307K	0.18%	121

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

TrinityPoint Wealth's MMM Position: Q4 2024 in Review

TrinityPoint Wealth increased its 3M (MMM) stake by 2.2% in Q4 2024, buying an estimated $44.2K and bringing the position to 15,411 shares worth $1.99M. The position accounts for 0.28% of the portfolio, ranked #84.

TrinityPoint Wealth first reported a position in MMM in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.06M in Q3 2024. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

TrinityPoint Wealth held 15,411 shares of 3M worth $1.99M as of Q4 2024.
TrinityPoint Wealth bought 337 3M shares in Q4 2024, an estimated $44.2K.
3M made up 0.28% of TrinityPoint Wealth's portfolio in Q4 2024, its #84 holding.
TrinityPoint Wealth first reported a position in 3M in Q4 2018 and has held it in 9 quarters since.
TrinityPoint Wealth's 3M position peaked at $2.06M in Q3 2024.
2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.