Avalon Trust’s 3M MMM Stock Holding History

Avalon Trust’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	$465K	Hold	3,200	–	–	0.03%	95
2025 Q4	$512K	Sell	3,200 -8	-0.2%	-$1.31K	0.03%	86
2025 Q3	$498K	Buy	3,208 +8	+0.3%	+$1.23K	0.03%	98
2025 Q2	$487K	Sell	3,200 -17	-0.5%	-$2.43K	0.04%	93
2025 Q1	$472K	Buy	3,217 +17	+0.5%	+$2.5K	0.04%	97
2024 Q4	$413K	Hold	3,200	–	–	0.03%	99
2024 Q3	$437K	Hold	3,200	–	–	0.03%	94
2024 Q2	$327K	Sell	3,200 -627	-16%	-$61.1K	0.03%	100
2024 Q1	$339K	Hold	3,827	–	–	0.03%	105
2023 Q4	$350K	Buy	3,827 +239	+7%	+$19.2K	0.03%	97
2023 Q3	$281K	Hold	3,588	–	–	0.03%	97
2023 Q2	$300K	Hold	3,588	–	–	0.03%	102
2023 Q1	$315K	Buy	+3,588	New	+$338K	0.03%	99

Other funds holding MMM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Avalon Trust's MMM Position: Q1 2026 in Review

Avalon Trust held its 3M (MMM) position steady in Q1 2026 at 3,200 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #95.

Avalon Trust first reported a position in MMM in Q1 2023 and has held it in 13 quarters since. The position peaked at $512K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Avalon Trust held 3,200 shares of 3M worth $465K as of Q1 2026.
Avalon Trust left its 3M share count unchanged in Q1 2026.
3M made up 0.03% of Avalon Trust's portfolio in Q1 2026, its #95 holding.
Avalon Trust first reported a position in 3M in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's 3M position peaked at $512K in Q4 2025.
2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.