Burt Wealth Advisors’s 3M MMM Stock Holding History

Burt Wealth 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
2025 Q3	$466K	Hold	3,005	–	–	0.11%	72
2025 Q2	$457K	Buy	3,005 +920	+44%	+$131K	0.1%	73
2025 Q1	$306K	Hold	2,085	–	–	0.08%	89
2024 Q4	$269K	Sell	2,085 -145	-7%	-$19K	0.07%	98
2024 Q3	$305K	Sell	2,230 -8	-0.4%	-$979	0.08%	91
2024 Q2	$229K	Sell	2,238 -429	-16%	-$41.8K	0.06%	102
2024 Q1	$237K	Hold	2,667	–	–	0.06%	109
2023 Q4	$244K	Hold	2,667	–	–	0.07%	99
2023 Q3	$209K	Hold	2,667	–	–	0.06%	97
2023 Q2	$223K	Hold	2,667	–	–	0.07%	97
2023 Q1	$234K	Hold	2,667	–	–	0.07%	98
2022 Q4	$267K	Hold	2,667	–	–	0.09%	89
2022 Q3	$246K	Buy	2,667 +90	+3%	+$9.87K	0.1%	74
2022 Q2	$279K	Hold	2,577	–	–	0.1%	74
2022 Q1	$321K	Hold	2,577	–	–	0.1%	72
2021 Q4	$383K	Hold	2,577	–	–	0.13%	60
2021 Q3	$378K	Hold	2,577	–	–	0.12%	64
2021 Q2	$428K	Hold	2,577	–	–	0.15%	51
2021 Q1	$415K	Hold	2,577	–	–	0.15%	52
2020 Q4	$377K	Hold	2,577	–	–	0.13%	56
2020 Q3	$345K	Sell	2,577 -72	-3%	-$9.69K	0.13%	57
2020 Q2	$346K	Buy	2,649 +72	+3%	+$9.07K	0.14%	51
2020 Q1	$294K	Sell	2,577 -162	-6%	-$21.3K	0.13%	59
2019 Q4	$404K	Sell	2,739 -1,213	-31%	-$170K	0.16%	48
2019 Q3	$543K	Hold	3,952	–	–	0.22%	37
2019 Q2	$573K	Hold	3,952	–	–	0.25%	35
2019 Q1	$687K	Sell	3,952 -239	-6%	-$40.2K	0.31%	28
2018 Q4	$668K	Hold	4,191	–	–	0.32%	36
2018 Q3	$738K	Sell	4,191 -60	-1%	-$10.3K	0.33%	27
2018 Q2	$699K	Hold	4,251	–	–	0.34%	25
2018 Q1	$780K	Hold	4,251	–	–	0.4%	24
2017 Q4	$837K	Sell	4,251 -206	-5%	-$39.6K	0.52%	19
2017 Q3	$782K	Sell	4,457 -90	-2%	-$15.6K	0.51%	17
2017 Q2	$791K	Hold	4,547	–	–	0.55%	19
2017 Q1	$727K	Sell	4,547 -120	-3%	-$18.4K	0.52%	20
2016 Q4	$697K	Sell	4,667 -55	-1%	-$7.94K	0.62%	22
2016 Q3	$695K	Sell	4,722 -444	-9%	-$66.3K	0.74%	18
2016 Q2	$756K	Hold	5,166	–	–	0.84%	15
2016 Q1	$720K	Hold	5,166	–	–	0.66%	16
2015 Q4	$650K	Hold	5,166	–	–	0.52%	26
2015 Q3	$612K	Hold	5,166	–	–	0.76%	20
2015 Q2	$666K	Hold	5,166	–	–	0.72%	24
2015 Q1	$712K	Sell	5,166 -253	-5%	-$34.9K	0.72%	16
2014 Q4	$745K	Buy	+5,419	New	+$696K	0.79%	18

Other funds holding MMM

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

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

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

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

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

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

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Burt Wealth Advisors's MMM Position: Q3 2025 in Review

Burt Wealth Advisors held its 3M (MMM) position steady in Q3 2025 at 3,005 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #72.

Burt Wealth Advisors first reported a position in MMM in Q4 2014 and has held it in 44 quarters since. The position peaked at $837K in Q4 2017. 2,128 funds tracked by Wall St. Rank hold MMM as of Q3 2025.

Burt Wealth Advisors held 3,005 shares of 3M worth $466K as of Q3 2025.
Burt Wealth Advisors left its 3M share count unchanged in Q3 2025.
3M made up 0.11% of Burt Wealth Advisors's portfolio in Q3 2025, its #72 holding.
Burt Wealth Advisors first reported a position in 3M in Q4 2014 and has held it in 44 quarters since.
Burt Wealth Advisors's 3M position peaked at $837K in Q4 2017.
2,128 funds tracked by Wall St. Rank held 3M as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.