WFG
MMM icon

Wills Financial Group’s 3M MMM Stock Holding History

Wills Financial Group’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
2019
Q3 		– Sell
-11,564
Closed -$1.68M – 56
2019
Q2 		$1.68M Sell
11,564
-4,970
-30% -$765K 1.09% 32
2019
Q1 		$2.87M Sell
16,534
-74
-0.4% -$12.5K 1.95% 21
2018
Q4 		$2.65M Sell
16,608
-293
-2% -$48.6K 2.03% 19
2018
Q3 		$2.98M Buy
16,901
+53
+0.3% +$9.13K 1.97% 20
2018
Q2 		$2.77M Buy
16,848
+3,503
+26% +$598K 2.01% 20
2018
Q1 		$2.45M Sell
13,345
-62
-0.5% -$12.3K 1.81% 20
2017
Q4 		$2.64M Sell
13,407
-108
-0.8% -$20.8K 1.84% 21
2017
Q3 		$2.37M Sell
13,515
-2,480
-16% -$430K 1.74% 24
2017
Q2 		$2.78M Buy
15,995
+300
+2% +$50.2K 2.07% 14
2017
Q1 		$2.51M Buy
15,695
+676
+5% +$104K 1.92% 18
2016
Q4 		$2.24M Buy
15,019
+724
+5% +$104K 1.82% 20
2016
Q3 		$2.11M Sell
14,295
-533
-4% -$79.6K 1.84% 21
2016
Q2 		$2.17M Buy
14,828
+53
+0.4% +$7.47K 1.81% 17
2016
Q1 		$2.06M Buy
14,775
+33
+0.2% +$4.24K 1.77% 17
2015
Q4 		$1.86M Buy
14,742
+560
+4% +$72K 1.63% 21
2015
Q3 		$1.68M Buy
14,182
+5,427
+62% +$667K 1.55% 23
2015
Q2 		$1.13M Buy
8,755
+537
+7% +$72K 0.96% 35
2015
Q1 		$1.13M Buy
8,218
+17
+0.2% +$2.34K 0.93% 34
2014
Q4 		$1.13M Sell
8,201
-27
-0.3% -$3.47K 0.91% 33
2014
Q3 		$974K Sell
8,228
-60
-0.7% -$7.21K 0.82% 37
2014
Q2 		$993K Buy
8,288
+136
+2% +$16K 0.82% 40
2014
Q1 		$924K Buy
8,152
+18
+0.2% +$2K 0.88% 40
2013
Q4 		$953K Buy
+8,134
New +$866K 0.98% 37

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wills Financial Group's MMM Position: Q3 2019 in Review

Wills Financial Group sold out of 3M (MMM) in Q3 2019, closing a stake of 11,564 shares — an estimated $1.68M sold.

Wills Financial Group first reported a position in MMM in Q4 2013 and held it in 23 quarters. The position peaked at $2.98M in Q3 2018. 1,901 funds tracked by Wall St. Rank hold MMM as of Q3 2019.

  • Wills Financial Group reported no remaining 3M position as of Q3 2019 after selling out during the quarter.
  • Wills Financial Group sold 11,564 3M shares in Q3 2019, an estimated $1.68M.
  • Wills Financial Group first reported a position in 3M in Q4 2013 and held it in 23 quarters.
  • Wills Financial Group's 3M position peaked at $2.98M in Q3 2018.
  • 1,901 funds tracked by Wall St. Rank held 3M as of Q3 2019.

Based on Wills Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.