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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Holistic Planning's MMM Position: Q1 2026 in Review

Holistic Planning increased its 3M (MMM) stake by 0.79% in Q1 2026, buying an estimated $1.91K and bringing the position to 1,530 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #280.

Holistic Planning first reported a position in MMM in Q1 2025 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Holistic Planning held 1,530 shares of 3M worth $222K as of Q1 2026.
  • Holistic Planning bought 12 3M shares in Q1 2026, an estimated $1.91K.
  • 3M made up 0.04% of Holistic Planning's portfolio in Q1 2026, its #280 holding.
  • Holistic Planning first reported a position in 3M in Q1 2025 and has held it in 5 quarters since.
  • Holistic Planning's 3M position peaked at $243K in Q4 2025.
  • 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.