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Westshore Wealth’s 3M MMM Stock Holding History

Westshore 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
2023
Q2 		– Sell
-4,853
Closed -$427K – 117
2023
Q1 		$427K Buy
4,853
+972
+25% +$91.7K 0.22% 48
2022
Q4 		$389K Sell
3,881
-736
-16% -$75.1K 0.22% 54
2022
Q3 		$427K Sell
4,617
-357
-7% -$39.2K 0.29% 34
2022
Q2 		$538K Buy
4,974
+122
+3% +$14.7K 0.35% 32
2022
Q1 		$604K Buy
4,852
+57
+1% +$7.58K 0.41% 30
2021
Q4 		$712K Buy
4,795
+213
+5% +$31.7K 0.49% 26
2021
Q3 		$672K Sell
4,582
-881
-16% -$143K 0.54% 26
2021
Q2 		$907K Buy
5,463
+419
+8% +$69.9K 0.47% 38
2021
Q1 		$813K Buy
+5,044
New +$755K 0.46% 35
2019
Q4 		$626K Buy
+4,242
New +$594K 0.69% 23

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
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westshore Wealth's MMM Position: Q2 2023 in Review

Westshore Wealth sold out of 3M (MMM) in Q2 2023, closing a stake of 4,853 shares — an estimated $427K sold.

Westshore Wealth first reported a position in MMM in Q4 2019 and held it in 10 quarters. The position peaked at $907K in Q2 2021. 1,878 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

  • Westshore Wealth reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
  • Westshore Wealth sold 4,853 3M shares in Q2 2023, an estimated $427K.
  • Westshore Wealth first reported a position in 3M in Q4 2019 and held it in 10 quarters.
  • Westshore Wealth's 3M position peaked at $907K in Q2 2021.
  • 1,878 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Westshore Wealth's 13F filing for Q2 2023, filed 5 Sep 2023.