WR Wealth Planners’s 3M MMM Stock Holding History

WR Wealth Planners’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	$763K	Buy	5,912 +72	+1%	+$9.44K	0.25%	60
2024 Q3	$798K	Buy	5,840 +150	+3%	+$18.4K	0.22%	72
2024 Q2	$581K	Sell	5,690 -816	-13%	-$79.5K	0.18%	87
2024 Q1	$577K	Sell	6,506 -105	-2%	-$8.71K	0.18%	81
2023 Q4	$604K	Sell	6,611 -38	-0.6%	-$3.05K	0.22%	82
2023 Q3	$520K	Hold	6,649	–	–	0.2%	83
2023 Q2	$556K	Buy	6,649 +1,527	+30%	+$130K	0.22%	71
2023 Q1	$450K	Buy	5,122 +2,470	+93%	+$233K	0.19%	85
2022 Q4	$266K	Sell	2,652 -65	-2%	-$6.63K	0.16%	93
2022 Q3	$251K	Buy	2,717 +32	+1%	+$3.51K	0.18%	90
2022 Q2	$291K	Buy	2,685 +22	+0.8%	+$2.66K	0.19%	89
2022 Q1	$332K	Buy	+2,663	New	+$354K	0.2%	87

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WR Wealth Planners's MMM Position: Q4 2024 in Review

WR Wealth Planners increased its 3M (MMM) stake by 1.2% in Q4 2024, buying an estimated $9.44K and bringing the position to 5,912 shares worth $763K. The position accounts for 0.25% of the portfolio, ranked #60.

WR Wealth Planners first reported a position in MMM in Q1 2022 and has held it in 12 quarters since. The position peaked at $798K in Q3 2024. 2,134 funds tracked by Wall St. Rank hold MMM as of Q4 2024.

WR Wealth Planners held 5,912 shares of 3M worth $763K as of Q4 2024.
WR Wealth Planners bought 72 3M shares in Q4 2024, an estimated $9.44K.
3M made up 0.25% of WR Wealth Planners's portfolio in Q4 2024, its #60 holding.
WR Wealth Planners first reported a position in 3M in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's 3M position peaked at $798K in Q3 2024.
2,134 funds tracked by Wall St. Rank held 3M as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.