Cherry Tree Wealth Management’s 3M MMM Stock Holding History

Cherry Tree 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	$988K	Sell	6,800 -365	-5%	-$58.1K	0.21%	70
2025 Q4	$1.15M	Sell	7,165 -340	-5%	-$55.6K	0.24%	68
2025 Q3	$1.16M	Sell	7,505 -218	-3%	-$33.6K	0.26%	66
2025 Q2	$1.18M	Buy	7,723 +104	+1%	+$14.9K	0.27%	65
2025 Q1	$1.12M	Sell	7,619 -84	-1%	-$12.3K	0.27%	66
2024 Q4	$994K	Buy	7,703 +1	+0%	+$131	0.25%	68
2024 Q3	$1.05M	Sell	7,702 -761	-9%	-$93.2K	0.25%	69
2024 Q2	$865K	Sell	8,463 -1,664	-16%	-$162K	0.22%	73
2024 Q1	$898K	Sell	10,127 -235	-2%	-$19.5K	0.23%	68
2023 Q4	$947K	Sell	10,362 -286	-3%	-$22.9K	0.25%	64
2023 Q3	$834K	Buy	10,648 +93	+0.9%	+$7.99K	0.24%	63
2023 Q2	$883K	Buy	+10,555	New	+$897K	0.26%	58

Other funds holding MMM

JP Morgan Chase

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return