Essential Planning’s 3M MMM Stock Holding History

Essential Planning’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 Q1	–	Sell	-34,483	Closed	-$4.53M	–	217
2024 Q4	$4.53M	Buy	+34,483	New	+$4.52M	0.03%	126

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

Essential Planning's MMM Position: Q1 2025 in Review

Essential Planning sold out of 3M (MMM) in Q1 2025, closing a stake of 34,483 shares — an estimated $4.53M sold.

Essential Planning first reported a position in MMM in Q4 2024 and held it in 1 quarter. The position peaked at $4.53M in Q4 2024. 2,147 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

Essential Planning reported no remaining 3M position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 34,483 3M shares in Q1 2025, an estimated $4.53M.
Essential Planning first reported a position in 3M in Q4 2024 and held it in 1 quarter.
Essential Planning's 3M position peaked at $4.53M in Q4 2024.
2,147 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.