IMA Advisory Services’s 3M MMM Stock Holding History

IMA Advisory Services’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	$9.44K	Sell	65 -7	-10%	-$1.11K	﹤0.01%	335
2025 Q4	$11.5K	Buy	72 +18	+33%	+$2.94K	﹤0.01%	331
2025 Q3	$8.38K	Hold	54	–	–	﹤0.01%	322
2025 Q2	$8.22K	Buy	54 +4	+8%	+$572	﹤0.01%	315
2025 Q1	$7.34K	Buy	+50	New	+$7.35K	﹤0.01%	314
2024 Q4	–	Sell	-50	Closed	-$6.83K	–	237
2024 Q3	$6.83K	Buy	+50	New	+$6.12K	﹤0.01%	247
2023 Q4	–	Sell	-60	Closed	-$4.68K	–	191
2023 Q3	$4.68K	Hold	60	–	–	﹤0.01%	259
2023 Q2	$5K	Hold	60	–	–	﹤0.01%	263
2023 Q1	$5.26K	Hold	60	–	–	﹤0.01%	260
2022 Q4	$6K	Hold	60	–	–	﹤0.01%	280
2022 Q3	$6K	Hold	60	–	–	﹤0.01%	275
2022 Q2	$6K	Sell	60 -60	-50%	-$7.25K	﹤0.01%	283
2022 Q1	$15K	Buy	120 +60	+100%	+$7.98K	﹤0.01%	224
2021 Q4	$9K	Hold	60	–	–	﹤0.01%	258
2021 Q3	$9K	Hold	60	–	–	﹤0.01%	238
2021 Q2	$10K	Sell	60 -30	-33%	-$5.01K	﹤0.01%	232
2021 Q1	$14K	Hold	90	–	–	﹤0.01%	220
2020 Q4	$13K	Hold	90	–	–	﹤0.01%	211
2020 Q3	$12K	Hold	90	–	–	﹤0.01%	200
2020 Q2	$12K	Hold	90	–	–	﹤0.01%	198
2020 Q1	$10K	Buy	+90	New	+$11.8K	﹤0.01%	205
2013 Q3	–	Sell	-2,583	Closed	-$236K	–	169
2013 Q2	$236K	Buy	+2,583	New	+$235K	0.13%	149

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

IMA Advisory Services's MMM Position: Q1 2026 in Review

IMA Advisory Services reduced its 3M (MMM) stake by 9.7% in Q1 2026, selling an estimated $1.11K and leaving 65 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

IMA Advisory Services first reported a position in MMM in Q2 2013 and has held it in 22 quarters since. The position peaked at $236K in Q2 2013. 2,156 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

IMA Advisory Services held 65 shares of 3M worth $9.44K as of Q1 2026.
IMA Advisory Services sold 7 3M shares in Q1 2026, an estimated $1.11K.
3M made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #335 holding.
IMA Advisory Services first reported a position in 3M in Q2 2013 and has held it in 22 quarters since.
IMA Advisory Services's 3M position peaked at $236K in Q2 2013.
2,156 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.