BKM Wealth Management’s 3M MMM Stock Holding History

BKM 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
2026 Q1	$363K	Sell	2,500 -126	-5%	-$20.1K	0.13%	115
2025 Q4	$420K	Hold	2,626	–	–	0.15%	109
2025 Q3	$408K	Hold	2,626	–	–	0.15%	110
2025 Q2	$400K	Hold	2,626	–	–	0.16%	114
2025 Q1	$386K	Buy	2,626 +28	+1%	+$4.11K	0.16%	117
2024 Q4	$335K	Buy	2,598 +478	+23%	+$62.7K	0.14%	126
2024 Q3	$290K	Buy	+2,120	New	+$260K	0.12%	138
2024 Q2	–	Sell	-2,536	Closed	-$225K	–	180
2024 Q1	$225K	Sell	2,536 -377	-13%	-$31.3K	0.1%	151
2023 Q4	$266K	Buy	+2,913	New	+$234K	0.11%	140

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

BKM Wealth Management's MMM Position: Q1 2026 in Review

BKM Wealth Management reduced its 3M (MMM) stake by 4.8% in Q1 2026, selling an estimated $20.1K and leaving 2,500 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #115.

BKM Wealth Management first reported a position in MMM in Q4 2023 and has held it in 9 quarters since. The position peaked at $420K in Q4 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

BKM Wealth Management held 2,500 shares of 3M worth $363K as of Q1 2026.
BKM Wealth Management sold 126 3M shares in Q1 2026, an estimated $20.1K.
3M made up 0.13% of BKM Wealth Management's portfolio in Q1 2026, its #115 holding.
BKM Wealth Management first reported a position in 3M in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's 3M position peaked at $420K in Q4 2025.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.