Daymark Wealth Partners’s 3M MMM Stock Holding History

Daymark Wealth Partners’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	$16.9M	Sell	116,615 -607	-0.5%	-$96.7K	0.53%	43
2025 Q4	$18.8M	Sell	117,222 -115	-0.1%	-$18.8K	0.6%	40
2025 Q3	$18.2M	Sell	117,337 -222	-0.2%	-$34.2K	0.62%	42
2025 Q2	$17.9M	Sell	117,559 -549	-0.5%	-$78.5K	0.68%	37
2025 Q1	$17.3M	Sell	118,108 -119,189	-50%	-$17.5M	0.75%	32
2024 Q4	$15.4M	Buy	237,297 +19,552	+9%	+$2.56M	0.65%	34
2024 Q3	$13.6M	Buy	217,745 +17,211	+9%	+$2.11M	0.58%	42
2024 Q2	$8.45M	Sell	200,534 -36,029	-15%	-$3.51M	0.39%	57
2024 Q1	$8.48M	Buy	236,563 +4,722	+2%	+$392K	0.46%	52
2023 Q4	$8.3M	Buy	231,841 +2,244	+1%	+$180K	0.51%	47
2023 Q3	$6.95M	Buy	229,597 +158,557	+223%	+$13.6M	0.48%	51
2023 Q2	$5.95M	Buy	71,040 +40,053	+129%	+$3.4M	0.44%	54
2023 Q1	$2.72M	Buy	30,987 +1,296	+4%	+$122K	0.36%	69
2022 Q4	$2.98M	Buy	+29,691	New	+$3.03M	0.53%	46

Other funds holding MMM

JP Morgan Chase

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return