WIM
MMM icon

WealthPlan Investment Management’s 3M MMM Stock Holding History

WealthPlan Investment 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
Q1 		– Sell
-2,611
Closed -$252K – 520
2022
Q4 		$252K Buy
2,611
+598
+30% +$61K 0.02% 338
2022
Q3 		$213K Buy
+2,013
New +$221K 0.02% 347
2022
Q1 		$310K Buy
+2,570
New +$342K 0.02% 312

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

WealthPlan Investment Management's MMM Position: Q1 2023 in Review

WealthPlan Investment Management sold out of 3M (MMM) in Q1 2023, closing a stake of 2,611 shares — an estimated $252K sold.

WealthPlan Investment Management first reported a position in MMM in Q1 2022 and held it in 3 quarters. The position peaked at $310K in Q1 2022. 1,952 funds tracked by Wall St. Rank hold MMM as of Q1 2023.

  • WealthPlan Investment Management reported no remaining 3M position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,611 3M shares in Q1 2023, an estimated $252K.
  • WealthPlan Investment Management first reported a position in 3M in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's 3M position peaked at $310K in Q1 2022.
  • 1,952 funds tracked by Wall St. Rank held 3M as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.