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Wheatland Advisors’s 3M MMM Stock Holding History

Wheatland Advisors’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 		$642K Sell
4,922
-61
-1% -$7.69K 2.66% 16
2020
Q1 		$569K Sell
4,983
-3,096
-38% -$407K 2.89% 15
2019
Q4 		$1.19M Sell
8,079
-5,125
-39% -$718K 1.52% 21
2019
Q3 		$1.81M Sell
13,204
-4,664
-26% -$652K 1.65% 16
2019
Q2 		$2.59M Sell
17,868
-269
-1% -$41.4K 1.95% 15
2019
Q1 		$3.15M Hold
18,137
– – 2.4% 12
2018
Q4 		$2.89M Sell
18,137
-180
-1% -$29.9K 2.52% 9
2018
Q3 		$3.23M Hold
18,317
– – 2.43% 11
2018
Q2 		$3.01M Hold
18,317
– – 2.43% 10
2018
Q1 		$3.36M Hold
18,317
– – 2.77% 8
2017
Q4 		$3.6M Hold
18,317
– – 2.92% 7
2017
Q3 		$3.21M Sell
18,317
-12
-0.1% -$2.08K 2.75% 8
2017
Q2 		$3.19M Sell
18,329
-658
-3% -$110K 2.88% 6
2017
Q1 		$3.04M Sell
18,987
-741
-4% -$114K 2.71% 7
2016
Q4 		$2.95M Sell
19,728
-239
-1% -$34.5K 2.62% 10
2016
Q3 		$2.94M Sell
19,967
-60
-0.3% -$8.96K 2.77% 8
2016
Q2 		$2.93M Sell
20,027
-478
-2% -$67.4K 2.82% 8
2016
Q1 		$2.86M Sell
20,505
-718
-3% -$92.2K 2.92% 4
2015
Q4 		$2.67M Sell
21,223
-30
-0.1% -$3.86K 2.73% 7
2015
Q3 		$2.52M Sell
21,253
-30
-0.1% -$3.69K 2.73% 8
2015
Q2 		$2.75M Hold
21,283
– – 2.64% 8
2015
Q1 		$2.94M Hold
21,283
– – 2.92% 6
2014
Q4 		$2.92M Hold
21,283
– – 2.85% 6
2014
Q3 		$2.52M Hold
21,283
– – 2.52% 9
2014
Q2 		$2.55M Sell
21,283
-359
-2% -$42.1K 2.32% 10
2014
Q1 		$2.46M Buy
21,642
+240
+1% +$26.7K 2.51% 10
2013
Q4 		$2.51M Buy
+21,402
New +$2.28M 2.63% 10

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

Wheatland Advisors's MMM Position: Q2 2020 in Review

Wheatland Advisors reduced its 3M (MMM) stake by 1.2% in Q2 2020, selling an estimated $7.69K and leaving 4,922 shares worth $642K. The position accounts for 2.66% of the portfolio, ranked #16.

Wheatland Advisors first reported a position in MMM in Q4 2013 and has held it in 27 quarters since. The position peaked at $3.6M in Q4 2017. 1,993 funds tracked by Wall St. Rank hold MMM as of Q2 2020.

  • Wheatland Advisors held 4,922 shares of 3M worth $642K as of Q2 2020.
  • Wheatland Advisors sold 61 3M shares in Q2 2020, an estimated $7.69K.
  • 3M made up 2.66% of Wheatland Advisors's portfolio in Q2 2020, its #16 holding.
  • Wheatland Advisors first reported a position in 3M in Q4 2013 and has held it in 27 quarters since.
  • Wheatland Advisors's 3M position peaked at $3.6M in Q4 2017.
  • 1,993 funds tracked by Wall St. Rank held 3M as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.