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Independent Solutions Wealth Management’s 3M MMM Stock Holding History

Independent Solutions Wealth Management’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
2025
Q2 		– Sell
-7,833
Closed -$1.15M – 185
2025
Q1 		$1.15M Buy
7,833
+6,174
+372% +$907K 0.26% 103
2024
Q4 		$214K Sell
1,659
-7,373
-82% -$967K 0.05% 165
2024
Q3 		$1.23M Buy
9,032
+267
+3% +$32.7K 0.28% 91
2024
Q2 		$896K Sell
8,765
-1,999
-19% -$195K 0.21% 104
2024
Q1 		$798K Buy
10,764
+1,008
+10% +$83.6K 0.19% 106
2023
Q4 		$892K Buy
9,756
+1,229
+14% +$98.6K 0.23% 102
2023
Q3 		$668K Buy
8,527
+2,151
+34% +$185K 0.17% 111
2023
Q2 		$534K Buy
6,376
+2,026
+47% +$172K 0.13% 123
2023
Q1 		$382K Buy
4,350
+656
+18% +$61.9K 0.11% 137
2022
Q4 		$370K Buy
3,694
+318
+9% +$32.4K 0.11% 143
2022
Q3 		$312K Buy
3,376
+512
+18% +$56.2K 0.1% 156
2022
Q2 		$310K Buy
2,864
+161
+6% +$19.5K 0.1% 160
2022
Q1 		$337K Buy
2,703
+89
+3% +$11.8K 0.08% 164
2021
Q4 		$388K Sell
2,614
-3,493
-57% -$520K 0.09% 157
2021
Q3 		$896K Buy
6,107
+436
+8% +$70.6K 0.22% 94
2021
Q2 		$942K Buy
5,671
+2,511
+79% +$419K 0.23% 94
2021
Q1 		$509K Buy
3,160
+308
+11% +$46.1K 0.14% 118
2020
Q4 		$417K Sell
2,852
-252
-8% -$35.8K 0.13% 121
2020
Q3 		$416K Buy
3,104
+313
+11% +$42.1K 0.16% 105
2020
Q2 		$364K Sell
2,791
-89
-3% -$11.2K 0.16% 110
2020
Q1 		$329K Buy
2,880
+55
+2% +$7.24K 0.18% 92
2019
Q4 		$417K Buy
+2,825
New +$396K 0.18% 102

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Independent Solutions Wealth Management's MMM Position: Q2 2025 in Review

Independent Solutions Wealth Management sold out of 3M (MMM) in Q2 2025, closing a stake of 7,833 shares — an estimated $1.15M sold.

Independent Solutions Wealth Management first reported a position in MMM in Q4 2019 and held it in 22 quarters. The position peaked at $1.23M in Q3 2024. 2,141 funds tracked by Wall St. Rank hold MMM as of Q2 2025.

  • Independent Solutions Wealth Management reported no remaining 3M position as of Q2 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 7,833 3M shares in Q2 2025, an estimated $1.15M.
  • Independent Solutions Wealth Management first reported a position in 3M in Q4 2019 and held it in 22 quarters.
  • Independent Solutions Wealth Management's 3M position peaked at $1.23M in Q3 2024.
  • 2,141 funds tracked by Wall St. Rank held 3M as of Q2 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.