Wolff Financial Management’s 3M MMM Stock Holding History

Wolff Financial 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 Q2	–	Sell	-5,128	Closed	-$451K	–	71
2023 Q1	$451K	Buy	5,128 +2,071	+68%	+$195K	0.16%	72
2022 Q4	$307K	Buy	3,057 +1	+0%	+$102	0.11%	81
2022 Q3	$282K	Buy	3,056 +1	+0%	+$110	0.13%	88
2022 Q2	$330K	Buy	3,055 +2	+0.1%	+$242	0.15%	85
2022 Q1	$380K	Buy	3,053 +1	+0%	+$133	0.15%	84
2021 Q4	$453K	Buy	3,052 +1	+0%	+$149	0.17%	78
2021 Q3	$447K	Buy	+3,051	New	+$494K	0.39%	30
2021 Q1	$491K	Buy	3,049 +629	+26%	+$94.2K	0.23%	70
2020 Q4	$354K	Buy	2,420 +2	+0.1%	+$284	0.19%	73
2020 Q3	$324K	Buy	2,418 +1	+0%	+$135	0.19%	68
2020 Q2	$315K	Buy	2,417 +114	+5%	+$14.4K	0.2%	71
2020 Q1	$263K	Buy	2,303 +137	+6%	+$18K	0.2%	71
2019 Q4	$319K	Buy	2,166 +128	+6%	+$17.9K	0.21%	67
2019 Q3	$280K	Hold	2,038	–	–	0.2%	68
2019 Q2	$295K	Hold	2,038	–	–	0.23%	66
2019 Q1	$354K	Hold	2,038	–	–	0.29%	64
2018 Q4	$325K	Buy	+2,038	New	+$338K	0.32%	63

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wolff Financial Management's MMM Position: Q2 2023 in Review

Wolff Financial Management sold out of 3M (MMM) in Q2 2023, closing a stake of 5,128 shares — an estimated $451K sold.

Wolff Financial Management first reported a position in MMM in Q4 2018 and held it in 17 quarters. The position peaked at $491K in Q1 2021. 1,877 funds tracked by Wall St. Rank hold MMM as of Q2 2023.

Wolff Financial Management reported no remaining 3M position as of Q2 2023 after selling out during the quarter.
Wolff Financial Management sold 5,128 3M shares in Q2 2023, an estimated $451K.
Wolff Financial Management first reported a position in 3M in Q4 2018 and held it in 17 quarters.
Wolff Financial Management's 3M position peaked at $491K in Q1 2021.
1,877 funds tracked by Wall St. Rank held 3M as of Q2 2023.

Based on Wolff Financial Management's 13F filing for Q2 2023, filed 18 Jul 2023.