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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments

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

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