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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
Q2 		$5.66M Sell
34,982
-766
-2% -$116K 0.05% 402
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Concurrent Investment Advisors's MMM Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its 3M (MMM) stake by 2.1% in Q2 2026, selling an estimated $116K and leaving 34,982 shares worth $5.66M. The position accounts for 0.05% of the portfolio, ranked #402.

Concurrent Investment Advisors first reported a position in MMM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.05M in Q4 2024. 2,233 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Concurrent Investment Advisors held 34,982 shares of 3M worth $5.66M as of Q2 2026.
  • Concurrent Investment Advisors sold 766 3M shares in Q2 2026, an estimated $116K.
  • 3M made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #402 holding.
  • Concurrent Investment Advisors first reported a position in 3M in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's 3M position peaked at $6.05M in Q4 2024.
  • 2,233 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.