Klingman & Associates’s 3M MMM Stock Holding History

Klingman & Associates’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	$303K	Buy	2,083 +42	+2%	+$6.69K	0.01%	257
2025 Q4	$327K	Buy	2,041 +1	+0%	+$164	0.02%	241
2025 Q3	$317K	Buy	+2,040	New	+$315K	0.02%	245
2016 Q4	–	Sell	-737	Closed	-$109K	–	232
2016 Q3	$109K	Hold	737	–	–	0.03%	132
2016 Q2	$108K	Hold	737	–	–	0.03%	133
2016 Q1	$103K	Hold	737	–	–	0.04%	136
2015 Q4	$93K	Hold	737	–	–	0.03%	167
2015 Q3	$87K	Hold	737	–	–	0.03%	169
2015 Q2	$95K	Hold	737	–	–	0.04%	138
2015 Q1	$102K	Hold	737	–	–	0.04%	129
2014 Q4	$101K	Buy	+737	New	+$94.6K	0.04%	131

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

Klingman & Associates's MMM Position: Q1 2026 in Review

Klingman & Associates increased its 3M (MMM) stake by 2.1% in Q1 2026, buying an estimated $6.69K and bringing the position to 2,083 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #257.

Klingman & Associates first reported a position in MMM in Q4 2014 and has held it in 11 quarters since. The position peaked at $327K in Q4 2025. 2,155 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Klingman & Associates held 2,083 shares of 3M worth $303K as of Q1 2026.
Klingman & Associates bought 42 3M shares in Q1 2026, an estimated $6.69K.
3M made up 0.01% of Klingman & Associates's portfolio in Q1 2026, its #257 holding.
Klingman & Associates first reported a position in 3M in Q4 2014 and has held it in 11 quarters since.
Klingman & Associates's 3M position peaked at $327K in Q4 2025.
2,155 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.