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Caldwell Trust’s 3M MMM Stock Holding History

Caldwell 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 		$2.19M Buy
15,085
+20
+0.1% +$3.19K 0.2% 102
2025
Q4 		$2.41M Sell
15,065
-165
-1% -$27K 0.21% 94
2025
Q3 		$2.36M Hold
15,230
– – 0.22% 95
2025
Q2 		$2.32M Buy
15,230
+165
+1% +$23.6K 0.23% 93
2025
Q1 		$2.21M Sell
15,065
-282
-2% -$41.4K 0.24% 91
2024
Q4 		$1.98M Sell
15,347
-700
-4% -$91.8K 0.21% 98
2024
Q3 		$2.19M Sell
16,047
-120
-0.7% -$14.7K 0.23% 93
2024
Q2 		$1.65M Sell
16,167
-12,922
-44% -$1.26M 0.18% 108
2024
Q1 		$2.58M Sell
29,089
-1,887
-6% -$156K 0.3% 73
2023
Q4 		$2.83M Sell
30,976
-2,739
-8% -$220K 0.36% 65
2023
Q3 		$2.64M Sell
33,715
-1,431
-4% -$123K 0.36% 65
2023
Q2 		$2.94M Sell
35,146
-2,660
-7% -$226K 0.38% 63
2023
Q1 		$3.32M Sell
37,806
-299
-0.8% -$28.2K 0.46% 53
2022
Q4 		$3.82M Sell
38,105
-916
-2% -$93.4K 0.54% 49
2022
Q3 		$3.61M Sell
39,021
-980
-2% -$107K 0.54% 47
2022
Q2 		$4.33M Sell
40,001
-236
-0.6% -$28.5K 0.6% 45
2022
Q1 		$5.01M Sell
40,237
-708
-2% -$94.1K 0.6% 44
2021
Q4 		$6.08M Sell
40,945
-1,014
-2% -$151K 0.7% 38
2021
Q3 		$6.15M Buy
41,959
+4,864
+13% +$788K 0.78% 34
2021
Q2 		$6.16M Buy
37,095
+270
+0.7% +$45.1K 0.81% 32
2021
Q1 		$5.93M Sell
36,825
-282
-0.8% -$42.2K 0.83% 32
2020
Q4 		$5.42M Sell
37,107
-506
-1% -$71.8K 0.82% 34
2020
Q3 		$5.04M Sell
37,613
-1,258
-3% -$169K 0.83% 35
2020
Q2 		$5.07M Sell
38,871
-611
-2% -$77K 0.85% 35
2020
Q1 		$4.51M Sell
39,482
-742
-2% -$97.6K 0.85% 36
2019
Q4 		$5.93M Buy
+40,224
New +$5.63M 0.91% 31

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's MMM Position: Q1 2026 in Review

Caldwell Trust increased its 3M (MMM) stake by 0.13% in Q1 2026, buying an estimated $3.19K and bringing the position to 15,085 shares worth $2.19M. The position accounts for 0.2% of the portfolio, ranked #102.

Caldwell Trust first reported a position in MMM in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.16M in Q2 2021. 2,157 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Caldwell Trust held 15,085 shares of 3M worth $2.19M as of Q1 2026.
  • Caldwell Trust bought 20 3M shares in Q1 2026, an estimated $3.19K.
  • 3M made up 0.2% of Caldwell Trust's portfolio in Q1 2026, its #102 holding.
  • Caldwell Trust first reported a position in 3M in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's 3M position peaked at $6.16M in Q2 2021.
  • 2,157 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.