Congress Wealth Management’s 3M MMM Stock Holding History

Congress 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	$4.33M	Buy	28,458 +4,972	+21%	+$711K	0.04%	420
2025 Q1	$3.49M	Buy	23,486 +13,385	+133%	+$1.97M	0.04%	382
2024 Q4	$1.3M	Buy	10,101 +641	+7%	+$84.1K	0.02%	476
2024 Q3	$1.29M	Buy	9,460 +3,500	+59%	+$428K	0.02%	477
2024 Q2	$609K	Sell	5,960 -1,483	-20%	-$145K	0.01%	506
2024 Q1	$660K	Sell	7,443 -2,823	-27%	-$234K	0.01%	420
2023 Q4	$939K	Sell	10,266 -1,960	-16%	-$157K	0.02%	401
2023 Q3	$957K	Sell	12,226 -444	-4%	-$38.1K	0.02%	383
2023 Q2	$1.06M	Buy	12,670 +517	+4%	+$43.9K	0.02%	333
2023 Q1	$1.07M	Sell	12,153 -29	-0.2%	-$2.73K	0.03%	329
2022 Q4	$1.22M	Sell	12,182 -442	-4%	-$45.1K	0.03%	318
2022 Q3	$1.17M	Sell	12,624 -288	-2%	-$31.6K	0.03%	325
2022 Q2	$1.4M	Sell	12,912 -85	-0.7%	-$10.3K	0.04%	309
2022 Q1	$1.62M	Buy	12,997 +1,451	+13%	+$193K	0.04%	306
2021 Q4	$1.71M	Buy	+11,546	New	+$1.72M	0.03%	319

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Congress Wealth Management increased its 3M (MMM) stake by 21% in Q2 2025, buying an estimated $711K and bringing the position to 28,458 shares worth $4.33M. The position accounts for 0.04% of the portfolio, ranked #420.

Congress Wealth Management first reported a position in MMM in Q4 2021 and has held it in 15 quarters since. 2,144 funds tracked by Wall St. Rank hold MMM as of Q2 2025.

Congress Wealth Management held 28,458 shares of 3M worth $4.33M as of Q2 2025.
Congress Wealth Management bought 4,972 3M shares in Q2 2025, an estimated $711K.
3M made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #420 holding.
Congress Wealth Management first reported a position in 3M in Q4 2021 and has held it in 15 quarters since.
2,144 funds tracked by Wall St. Rank held 3M as of Q2 2025.

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