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Concurrent Investment Advisors’s 3M MMM Stock Holding History

Concurrent Investment 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 		$5.19M Buy
35,748
+789
+2% +$126K 0.06% 349
2025
Q4 		$5.6M Buy
34,959
+9,114
+35% +$1.49M 0.06% 304
2025
Q3 		$4.01M Sell
25,845
-2,907
-10% -$448K 0.07% 284
2025
Q2 		$4.38M Sell
28,752
-726
-2% -$104K 0.08% 247
2025
Q1 		$4.33M Sell
29,478
-17,370
-37% -$2.55M 0.11% 209
2024
Q4 		$6.05M Buy
46,848
+17,045
+57% +$2.24M 0.16% 131
2024
Q3 		$4.07M Sell
29,803
-2,299
-7% -$281K 0.12% 180
2024
Q2 		$3.28M Buy
32,102
+3,567
+13% +$348K 0.11% 197
2024
Q1 		$2.53M Buy
28,535
+6,371
+29% +$528K 0.1% 206
2023
Q4 		$2.03M Buy
+22,164
New +$1.78M 0.1% 224

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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