GeoWealth Management’s 3M MMM Stock Holding History

GeoWealth 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	$251K	Buy	1,731 +133	+8%	+$21.2K	0.01%	666
2025 Q4	$256K	Sell	1,598 -392	-20%	-$64.1K	0.01%	608
2025 Q3	$309K	Sell	1,990 -248	-11%	-$38.2K	0.01%	579
2025 Q2	$341K	Sell	2,238 -1,267	-36%	-$181K	0.01%	517
2025 Q1	$515K	Buy	3,505 +1,032	+42%	+$152K	0.02%	415
2024 Q4	$319K	Sell	2,473 -5,088	-67%	-$667K	0.01%	606
2024 Q3	$1.03M	Buy	7,561 +5,616	+289%	+$687K	0.04%	302
2024 Q2	$199K	Buy	1,945 +499	+35%	+$48.6K	0.01%	693
2024 Q1	$128K	Sell	1,446 -289	-17%	-$24K	0.01%	753
2023 Q4	$158K	Buy	1,735 +1,698	+4,589%	+$136K	0.01%	538
2023 Q3	$3K	Buy	37 +2	+6%	+$172	﹤0.01%	467
2023 Q2	$3K	Hold	35	–	–	﹤0.01%	423
2023 Q1	$3K	Buy	+35	New	+$3.3K	﹤0.01%	361

Other funds holding MMM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

GeoWealth Management's MMM Position: Q1 2026 in Review

GeoWealth Management increased its 3M (MMM) stake by 8.3% in Q1 2026, buying an estimated $21.2K and bringing the position to 1,731 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #666.

GeoWealth Management first reported a position in MMM in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2024. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

GeoWealth Management held 1,731 shares of 3M worth $251K as of Q1 2026.
GeoWealth Management bought 133 3M shares in Q1 2026, an estimated $21.2K.
3M made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #666 holding.
GeoWealth Management first reported a position in 3M in Q1 2023 and has held it in 13 quarters since.
GeoWealth Management's 3M position peaked at $1.03M in Q3 2024.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.