TL
MMM icon

TrueWealth LLC’s 3M MMM Stock Holding History

TrueWealth LLC’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
2020
Q2 		$2M Sell
15,333
-30
-0.2% -$3.78K 0.84% 21
2020
Q1 		$1.75M Buy
15,363
+315
+2% +$41.4K 0.85% 21
2019
Q4 		$2.22M Hold
15,048
– – 0.9% 18
2019
Q3 		$2.07M Hold
15,048
– – 0.89% 18
2019
Q2 		$2.18M Sell
15,048
-69
-0.5% -$10.6K 0.97% 18
2019
Q1 		$2.63M Sell
15,117
-12
-0.1% -$2.02K 1.22% 14
2018
Q4 		$2.41M Buy
15,129
+7,023
+87% +$1.17M 1.22% 13
2018
Q3 		$1.43M Sell
8,106
-12
-0.1% -$2.07K 0.65% 22
2018
Q2 		$1.33M Hold
8,118
– – 0.64% 24
2018
Q1 		$1.49M Sell
8,118
-11
-0.1% -$2.18K 0.75% 19
2017
Q4 		$1.6M Buy
+8,129
New +$1.56M 0.75% 21

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TrueWealth LLC's MMM Position: Q2 2020 in Review

TrueWealth LLC reduced its 3M (MMM) stake by 0.2% in Q2 2020, selling an estimated $3.78K and leaving 15,333 shares worth $2M. The position accounts for 0.84% of the portfolio, ranked #21.

TrueWealth LLC first reported a position in MMM in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.63M in Q1 2019. 1,994 funds tracked by Wall St. Rank hold MMM as of Q2 2020.

  • TrueWealth LLC held 15,333 shares of 3M worth $2M as of Q2 2020.
  • TrueWealth LLC sold 30 3M shares in Q2 2020, an estimated $3.78K.
  • 3M made up 0.84% of TrueWealth LLC's portfolio in Q2 2020, its #21 holding.
  • TrueWealth LLC first reported a position in 3M in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's 3M position peaked at $2.63M in Q1 2019.
  • 1,994 funds tracked by Wall St. Rank held 3M as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.