Compass Wealth Management’s 3M MMM Stock Holding History

Compass 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
2025 Q2	–	Sell	-442	Closed	-$64.9K	–	299
2025 Q1	$64.9K	Hold	442	–	–	0.02%	219
2024 Q4	$57.1K	Hold	442	–	–	0.01%	233
2024 Q3	$60.4K	Hold	442	–	–	0.01%	235
2024 Q2	$45.2K	Sell	442 -90	-17%	-$8.77K	0.01%	257
2024 Q1	$47.2K	Sell	532 -126	-19%	-$10.4K	0.01%	252
2023 Q4	$60.1K	Sell	658 -789	-55%	-$63.3K	0.02%	231
2023 Q3	$113K	Sell	1,447 -486	-25%	-$41.7K	0.04%	177
2023 Q2	$162K	Sell	1,933 -599	-24%	-$50.9K	0.05%	160
2023 Q1	$223K	Sell	2,532 -663	-21%	-$62.5K	0.07%	152
2022 Q4	$320K	Buy	+3,195	New	+$326K	0.11%	127

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

Norges Bank Oslo, Norway $935B AUM

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

Compass Wealth Management's MMM Position: Q2 2025 in Review

Compass Wealth Management sold out of 3M (MMM) in Q2 2025, closing a stake of 442 shares — an estimated $64.9K sold.

Compass Wealth Management first reported a position in MMM in Q4 2022 and held it in 10 quarters. The position peaked at $320K in Q4 2022. 2,141 funds tracked by Wall St. Rank hold MMM as of Q2 2025.

Compass Wealth Management reported no remaining 3M position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 442 3M shares in Q2 2025, an estimated $64.9K.
Compass Wealth Management first reported a position in 3M in Q4 2022 and held it in 10 quarters.
Compass Wealth Management's 3M position peaked at $320K in Q4 2022.
2,141 funds tracked by Wall St. Rank held 3M as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.