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Holistic Planning’s 3M MMM Stock Holding History

Holistic Planning’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 		$270K Buy
1,668
+138
+9% +$20.9K 0.04% 291
2026
Q1 		$222K Buy
1,530
+12
+0.8% +$1.91K 0.04% 280
2025
Q4 		$243K Buy
1,518
+17
+1% +$2.78K 0.05% 248
2025
Q3 		$233K Buy
1,501
+100
+7% +$15.4K 0.06% 204
2025
Q2 		$213K Hold
1,401
– – 0.06% 209
2025
Q1 		$206K Buy
+1,401
New +$206K 0.07% 186

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holistic Planning's MMM Position: Q2 2026 in Review

Holistic Planning increased its 3M (MMM) stake by 9% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,668 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #291.

Holistic Planning first reported a position in MMM in Q1 2025 and has held it in 6 quarters since. 2,235 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Holistic Planning held 1,668 shares of 3M worth $270K as of Q2 2026.
  • Holistic Planning bought 138 3M shares in Q2 2026, an estimated $20.9K.
  • 3M made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #291 holding.
  • Holistic Planning first reported a position in 3M in Q1 2025 and has held it in 6 quarters since.
  • 2,235 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.