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	0.04%	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	0.1%	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 New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Atria Wealth Solutions's MMM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its 3M (MMM) stake by 72% in Q2 2025, selling an estimated $3M and leaving 8,213 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #561.

Atria Wealth Solutions first reported a position in MMM in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.26M in Q2 2022. 2,144 funds tracked by Wall St. Rank hold MMM as of Q2 2025.

Atria Wealth Solutions held 8,213 shares of 3M worth $1.25M as of Q2 2025.
Atria Wealth Solutions sold 20,981 3M shares in Q2 2025, an estimated $3M.
3M made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #561 holding.
Atria Wealth Solutions first reported a position in 3M in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's 3M position peaked at $5.26M in Q2 2022.
2,144 funds tracked by Wall St. Rank held 3M as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.