GoalVest Advisory’s 3M MMM Stock Holding History

GoalVest Advisory’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 Q2	$2.75K	Buy	+17	New	+$2.58K	﹤0.01%	429
2026 Q1	–	Sell	-132	Closed	-$21.1K	–	512
2025 Q4	$21.1K	Buy	+132	New	+$21.6K	﹤0.01%	345
2022 Q3	–	Sell	-496	Closed	-$54K	–	289
2022 Q2	$54K	Sell	496 -1,619	-77%	-$196K	0.03%	159
2022 Q1	$263K	Buy	+2,115	New	+$281K	0.15%	103
2021 Q2	$296K	Buy	1,780 +167	+10%	+$27.9K	0.18%	108
2021 Q1	$260K	Buy	1,613 +167	+12%	+$25K	0.19%	99
2020 Q4	$211K	Buy	+1,446	New	+$205K	0.18%	89

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GoalVest Advisory's MMM Position: Q2 2026 in Review

GoalVest Advisory opened a new position in 3M (MMM) in Q2 2026: 17 shares worth $2.75K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MMM as recently as Q4 2025.

GoalVest Advisory first reported a position in MMM in Q4 2020 and has held it in 7 quarters since. The position peaked at $296K in Q2 2021. 383 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

GoalVest Advisory held 17 shares of 3M worth $2.75K as of Q2 2026.
3M was a new GoalVest Advisory position in Q2 2026.
3M made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #429 holding.
GoalVest Advisory first reported a position in 3M in Q4 2020 and has held it in 7 quarters since.
GoalVest Advisory's 3M position peaked at $296K in Q2 2021.
383 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.