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 Q3	$1.81K	Sell	11 -6	-35%	-$1.02K	﹤0.01%	659
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

GoalVest Advisory's MMM Position: Q3 2026 in Review

GoalVest Advisory reduced its 3M (MMM) stake by 35% in Q3 2026, selling an estimated $1.02K and leaving 11 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

GoalVest Advisory first reported a position in MMM in Q4 2020 and has held it in 8 quarters since. The position peaked at $296K in Q2 2021. 1,548 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

GoalVest Advisory held 11 shares of 3M worth $1.81K as of Q3 2026.
GoalVest Advisory sold 6 3M shares in Q3 2026, an estimated $1.02K.
3M made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #659 holding.
GoalVest Advisory first reported a position in 3M in Q4 2020 and has held it in 8 quarters since.
GoalVest Advisory's 3M position peaked at $296K in Q2 2021.
1,548 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.