WE
MMM icon

Wealth Effects’s 3M MMM Stock Holding History

Wealth Effects’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
Q1 		– Sell
-2,158
Closed -$216K – 204
2022
Q4 		$216K Buy
+2,158
New +$220K 0.12% 163
2022
Q3 		– Sell
-1,945
Closed -$210K – 191
2022
Q2 		$210K Buy
1,945
+3
+0.2% +$363 0.13% 160
2022
Q1 		$242K Buy
1,942
+3
+0.2% +$399 0.11% 164
2021
Q4 		$288K Buy
+1,939
New +$289K 0.12% 155

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Wealth Effects's MMM Position: Q1 2023 in Review

Wealth Effects sold out of 3M (MMM) in Q1 2023, closing a stake of 2,158 shares — an estimated $216K sold.

Wealth Effects first reported a position in MMM in Q4 2021 and held it in 4 quarters. The position peaked at $288K in Q4 2021. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • Wealth Effects reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • Wealth Effects sold 2,158 3M shares in Q1 2023, an estimated $216K.
  • Wealth Effects first reported a position in 3M in Q4 2021 and held it in 4 quarters.
  • Wealth Effects's 3M position peaked at $288K in Q4 2021.
  • 1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on Wealth Effects's 13F filing for Q1 2023, filed 4 May 2023.