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Charter Oak Capital Management’s 3M MMM Stock Holding History

Charter Oak Capital 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 		– Sell
-1,538
Closed -$246K – 214
2025
Q4 		$246K Buy
1,538
+209
+16% +$34.2K 0.02% 189
2025
Q3 		$206K Sell
1,329
-594
-31% -$91.6K 0.02% 199
2025
Q2 		$293K Buy
1,923
+541
+39% +$77.3K 0.02% 164
2025
Q1 		$203K Buy
+1,382
New +$203K 0.02% 192
2022
Q3 		– Sell
-1,857
Closed -$201K – 587
2022
Q2 		$201K Buy
1,857
+223
+14% +$27K 0.03% 170
2022
Q1 		$203K Buy
1,634
+366
+29% +$48.7K 0.02% 181
2021
Q4 		$188K Buy
1,268
+3
+0.2% +$447 0.02% 189
2021
Q3 		$186K Buy
1,265
+2
+0.2% +$324 0.02% 180
2021
Q2 		$210K Sell
1,263
-201
-14% -$33.5K 0.03% 164
2021
Q1 		$236K Buy
1,464
+1
+0.1% +$150 0.03% 155
2020
Q4 		$214K Buy
+1,463
New +$208K 0.03% 154

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charter Oak Capital Management's MMM Position: Q1 2026 in Review

Charter Oak Capital Management sold out of 3M (MMM) in Q1 2026, closing a stake of 1,538 shares — an estimated $246K sold.

Charter Oak Capital Management first reported a position in MMM in Q4 2020 and held it in 11 quarters. The position peaked at $293K in Q2 2025. 2,170 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Charter Oak Capital Management reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
  • Charter Oak Capital Management sold 1,538 3M shares in Q1 2026, an estimated $246K.
  • Charter Oak Capital Management first reported a position in 3M in Q4 2020 and held it in 11 quarters.
  • Charter Oak Capital Management's 3M position peaked at $293K in Q2 2025.
  • 2,170 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.