XWM
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Xcel Wealth Management’s 3M MMM Stock Holding History

Xcel Wealth 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
2022
Q1 		– Sell
-4,197
Closed -$623K – 141
2021
Q4 		$623K Buy
4,197
+1
+0% +$149 0.16% 92
2021
Q3 		$615K Hold
4,196
– – 0.18% 88
2021
Q2 		$697K Buy
4,196
+216
+5% +$36K 0.21% 82
2021
Q1 		$641K Buy
+3,980
New +$596K 0.23% 77

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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 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
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

Xcel Wealth Management's MMM Position: Q1 2022 in Review

Xcel Wealth Management sold out of 3M (MMM) in Q1 2022, closing a stake of 4,197 shares — an estimated $623K sold.

Xcel Wealth Management first reported a position in MMM in Q1 2021 and held it in 4 quarters. The position peaked at $697K in Q2 2021. 2,266 funds tracked by Wall St. Rank hold MMM as of Q1 2022.

  • Xcel Wealth Management reported no remaining 3M position as of Q1 2022 after selling out during the quarter.
  • Xcel Wealth Management sold 4,197 3M shares in Q1 2022, an estimated $623K.
  • Xcel Wealth Management first reported a position in 3M in Q1 2021 and held it in 4 quarters.
  • Xcel Wealth Management's 3M position peaked at $697K in Q2 2021.
  • 2,266 funds tracked by Wall St. Rank held 3M as of Q1 2022.

Based on Xcel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.