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Wellington Wealth Strategies’s 3M MMM Stock Holding History

Wellington Wealth Strategies’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 		– Sell
-1,726
Closed -$222K – 84
2024
Q3 		$222K Sell
1,726
-2,368
-58% -$290K 0.17% 66
2024
Q2 		$418K Buy
4,094
+1,373
+50% +$134K 1.75% 10
2024
Q1 		$241K Sell
2,721
-1,299
-32% -$108K 0.11% 127
2023
Q4 		$367K Buy
+4,020
New +$323K 0.31% 53
2020
Q4 		$367K Buy
+4,020
New +$571K 0.31% 54

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Wealth Strategies's MMM Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of 3M (MMM) in Q4 2024, closing a stake of 1,726 shares — an estimated $222K sold.

Wellington Wealth Strategies first reported a position in MMM in Q4 2020 and held it in 5 quarters. The position peaked at $418K in Q2 2024. 2,133 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining 3M position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 1,726 3M shares in Q4 2024, an estimated $222K.
  • Wellington Wealth Strategies first reported a position in 3M in Q4 2020 and held it in 5 quarters.
  • Wellington Wealth Strategies's 3M position peaked at $418K in Q2 2024.
  • 2,133 funds tracked by Wall St. Rank held 3M as of Q4 2024.

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