Compass Ion Advisors’s 3M MMM Stock Holding History

Compass Ion 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
2026 Q1	$535K	Buy	3,681 +5	+0.1%	+$796	0.05%	166
2025 Q4	$589K	Buy	3,676 +1	+0%	+$164	0.06%	162
2025 Q3	$570K	Sell	3,675 -177	-5%	-$27.3K	0.06%	167
2025 Q2	$586K	Buy	3,852 +99	+3%	+$14.1K	0.06%	156
2025 Q1	$551K	Sell	3,753 -404	-10%	-$59.4K	0.06%	158
2024 Q4	$537K	Buy	4,157 +64	+2%	+$8.39K	0.06%	156
2024 Q3	$559K	Sell	4,093 -24	-0.6%	-$2.94K	0.07%	152
2024 Q2	$437K	Sell	4,117 -807	-16%	-$78.7K	0.06%	152
2024 Q1	$437K	Buy	4,924 +8	+0.2%	+$663	0.06%	153
2023 Q4	$449K	Sell	4,916 -494	-9%	-$39.6K	0.07%	151
2023 Q3	$423K	Buy	+5,410	New	+$465K	0.07%	149

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

Compass Ion Advisors's MMM Position: Q1 2026 in Review

Compass Ion Advisors increased its 3M (MMM) stake by 0.14% in Q1 2026, buying an estimated $796 and bringing the position to 3,681 shares worth $535K. The position accounts for 0.05% of the portfolio, ranked #166.

Compass Ion Advisors first reported a position in MMM in Q3 2023 and has held it in 11 quarters since. The position peaked at $589K in Q4 2025. 2,158 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Compass Ion Advisors held 3,681 shares of 3M worth $535K as of Q1 2026.
Compass Ion Advisors bought 5 3M shares in Q1 2026, an estimated $796.
3M made up 0.05% of Compass Ion Advisors's portfolio in Q1 2026, its #166 holding.
Compass Ion Advisors first reported a position in 3M in Q3 2023 and has held it in 11 quarters since.
Compass Ion Advisors's 3M position peaked at $589K in Q4 2025.
2,158 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.