FFM
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Forum Financial Management’s 3M MMM Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-3,006
Closed -$481K – 728
2025
Q4 		$481K Sell
3,006
-1
-0% -$164 0.01% 494
2025
Q3 		$467K Sell
3,007
-45
-1% -$6.94K 0.01% 491
2025
Q2 		$465K Sell
3,052
-80
-3% -$11.4K 0.01% 445
2025
Q1 		$460K Sell
3,132
-38
-1% -$5.58K 0.01% 404
2024
Q4 		$409K Buy
3,170
+1,170
+59% +$153K 0.01% 469
2024
Q3 		$273K Sell
2,000
-399
-17% -$48.8K ﹤0.01% 564
2024
Q2 		$245K Buy
2,399
+124
+5% +$12.1K ﹤0.01% 571
2024
Q1 		$202K Sell
2,275
-554
-20% -$45.9K ﹤0.01% 704
2023
Q4 		$259K Sell
2,829
-1,803
-39% -$145K ﹤0.01% 525
2023
Q3 		$363K Sell
4,632
-1,173
-20% -$101K 0.01% 360
2023
Q2 		$486K Buy
5,805
+1,770
+44% +$150K 0.01% 301
2023
Q1 		$355K Buy
4,035
+1
+0% +$94 0.01% 356
2022
Q4 		$405K Sell
4,034
-85
-2% -$8.67K 0.01% 305
2022
Q3 		$381K Sell
4,119
-208
-5% -$22.8K 0.02% 282
2022
Q2 		$468K Buy
4,327
+134
+3% +$16.2K 0.02% 245
2022
Q1 		$522K Buy
4,193
+9
+0.2% +$1.2K 0.03% 231
2021
Q4 		$621K Buy
+4,184
New +$623K 0.03% 202

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forum Financial Management's MMM Position: Q1 2026 in Review

Forum Financial Management sold out of 3M (MMM) in Q1 2026, closing a stake of 3,006 shares — an estimated $481K sold.

Forum Financial Management first reported a position in MMM in Q4 2021 and held it in 17 quarters. The position peaked at $621K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Forum Financial Management reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,006 3M shares in Q1 2026, an estimated $481K.
  • Forum Financial Management first reported a position in 3M in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's 3M position peaked at $621K in Q4 2021.
  • 2,167 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.