GenTrust’s 3M MMM Stock Holding History

GenTrust’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	-1,668	Closed	-$267K	–	309
2025 Q4	$267K	Buy	+1,668	New	+$273K	0.01%	225
2025 Q3	–	Sell	-1,393	Closed	-$212K	–	224
2025 Q2	$212K	Sell	1,393 -5	-0.4%	-$715	0.01%	168
2025 Q1	$205K	Buy	+1,398	New	+$205K	0.01%	181
2023 Q2	–	Sell	-2,329	Closed	-$205K	–	143
2023 Q1	$205K	Buy	+2,329	New	+$220K	0.01%	137

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

GenTrust's MMM Position: Q1 2026 in Review

GenTrust sold out of 3M (MMM) in Q1 2026, closing a stake of 1,668 shares — an estimated $267K sold.

GenTrust first reported a position in MMM in Q1 2023 and held it in 4 quarters. The position peaked at $267K in Q4 2025. 2,169 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

GenTrust reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
GenTrust sold 1,668 3M shares in Q1 2026, an estimated $267K.
GenTrust first reported a position in 3M in Q1 2023 and held it in 4 quarters.
GenTrust's 3M position peaked at $267K in Q4 2025.
2,169 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.