Atria Wealth Solutions’s 3M MMM Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$1.25M	Sell	8,213 -20,981	-72%	-$3M	0.03%	561
2025 Q1	$4.29M	Sell	29,194 -4,761	-14%	-$700K	0.05%	388
2024 Q4	$4.38M	Buy	33,955 +2,950	+10%	+$387K	0.05%	391
2024 Q3	$4.24M	Sell	31,005 -3,606	-10%	-$441K	0.05%	390
2024 Q2	$3.54M	Sell	34,611 -4,584	-12%	-$447K	0.04%	434
2024 Q1	$3.48M	Sell	39,195 -80	-0.2%	-$6.63K	0.04%	450
2023 Q4	$3.59M	Sell	39,275 -3,288	-8%	-$264K	0.05%	403
2023 Q3	$3.33M	Sell	42,563 -211	-0.5%	-$18.1K	0.05%	408
2023 Q2	$3.58M	Sell	42,774 -4,962	-10%	-$422K	0.05%	380
2023 Q1	$4.2M	Buy	47,736 +5,004	+12%	+$472K	0.06%	307
2022 Q4	$4.28M	Sell	42,732 -1,329	-3%	-$136K	0.07%	283
2022 Q3	$4.07M	Sell	44,061 -4,552	-9%	-$499K	0.07%	271
2022 Q2	$5.26M	Buy	48,613 +13,546	+39%	+$1.64M	0.11%	225
2022 Q1	$4.37M	Buy	+35,067	New	+$4.66M	0.07%	278

Other funds holding MMM

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

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

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

Capital World Investors

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

Fidelity Investments

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance

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