Aptus Capital Advisors’s 3M MMM Stock Holding History

Aptus Capital 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
2026 Q1	$807K	Sell	5,560 -1,355	-20%	-$216K	0.01%	618
2025 Q4	$1.11M	Buy	6,915 +198	+3%	+$32.4K	0.01%	559
2025 Q3	$1.04M	Sell	6,717 -393	-6%	-$60.6K	0.01%	547
2025 Q2	$1.08M	Buy	7,110 +668	+10%	+$95.5K	0.01%	522
2025 Q1	$946K	Sell	6,442 -372	-5%	-$54.7K	0.01%	521
2024 Q4	$880K	Buy	6,814 +948	+16%	+$124K	0.01%	519
2024 Q3	$802K	Buy	5,866 +706	+14%	+$86.4K	0.01%	449
2024 Q2	$527K	Sell	5,160 -149	-3%	-$14.5K	0.01%	499
2024 Q1	$419K	Buy	5,309 +2,305	+77%	+$191K	0.01%	554
2023 Q4	$275K	Sell	3,004 -7,195	-71%	-$577K	0.01%	480
2023 Q3	$798K	Buy	10,199 +2,579	+34%	+$221K	0.02%	321
2023 Q2	$638K	Buy	7,620 +370	+5%	+$31.4K	0.02%	301
2023 Q1	$637K	Buy	+7,250	New	+$684K	0.02%	296
2020 Q1	–	Sell	-26,631	Closed	-$3.93M	–	488
2019 Q4	$3.93M	Buy	+26,631	New	+$3.73M	0.4%	58

Other funds holding MMM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Farm Mutual Automobile Insurance

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

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