Falcon Wealth Planning’s 3M MMM Stock Holding History

Falcon Wealth 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
2026 Q1	–	Sell	-1,284	Closed	-$206K	–	242
2025 Q4	$206K	Buy	+1,284	New	+$210K	0.02%	204
2024 Q3	–	Sell	-2,029	Closed	-$207K	–	154
2024 Q2	$207K	Buy	+2,029	New	+$198K	0.03%	132

Other funds holding MMM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Falcon Wealth Planning's MMM Position: Q1 2026 in Review

Falcon Wealth Planning sold out of 3M (MMM) in Q1 2026, closing a stake of 1,284 shares — an estimated $206K sold.

Falcon Wealth Planning first reported a position in MMM in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q2 2024. 2,173 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Falcon Wealth Planning reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
Falcon Wealth Planning sold 1,284 3M shares in Q1 2026, an estimated $206K.
Falcon Wealth Planning first reported a position in 3M in Q2 2024 and held it in 2 quarters.
Falcon Wealth Planning's 3M position peaked at $207K in Q2 2024.
2,173 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Falcon Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.