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Legacy Advisors’s 3M MMM Stock Holding History

Legacy Advisors’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
Q1 		$345K Buy
2,348
+197
+9% +$28.9K 0.04% 303
2024
Q4 		$278K Buy
2,151
+31
+1% +$4.07K 0.03% 326
2024
Q3 		$290K Sell
2,120
-325
-13% -$39.8K 0.03% 301
2024
Q2 		$250K Sell
2,445
-728
-23% -$71K 0.03% 281
2024
Q1 		$281K Buy
3,173
+69
+2% +$5.72K 0.04% 255
2023
Q4 		$284K Sell
3,104
-5,827
-65% -$468K 0.04% 253
2023
Q3 		$699K Buy
+8,931
New +$767K 0.11% 151
2022
Q4 		– Sell
-5,606
Closed -$518K – 247
2022
Q3 		$518K Sell
5,606
-2,939
-34% -$322K 0.11% 120
2022
Q2 		$925K Sell
8,545
-127
-1% -$15.3K 0.19% 78
2022
Q1 		$1.08M Buy
+8,672
New +$1.15M 0.21% 72
2021
Q3 		– Sell
-1,241
Closed -$206K – 128
2021
Q2 		$206K Hold
1,241
– – 0.08% 121
2021
Q1 		$200K Buy
+1,241
New +$186K 0.09% 121
2019
Q3 		– Sell
-1,557
Closed -$226K – 244
2019
Q2 		$226K Sell
1,557
-1,146
-42% -$176K 0.15% 101
2019
Q1 		$470K Buy
2,703
+1,197
+79% +$202K 0.15% 109
2018
Q4 		$240K Sell
1,506
-4,364
-74% -$724K 0.18% 102
2018
Q3 		$1.03M Buy
5,870
+4,907
+510% +$845K 0.51% 62
2018
Q2 		$158K Hold
963
– – 0.12% 104
2018
Q1 		$173K Buy
963
+488
+103% +$96.7K 0.13% 85
2017
Q4 		$93K Buy
475
+262
+123% +$50.4K 0.09% 90
2017
Q3 		$37K Buy
213
+28
+15% +$4.85K 0.04% 126
2017
Q2 		$32K Hold
185
– – 0.04% 114
2017
Q1 		$29K Sell
185
-366
-66% -$56.1K 0.04% 114
2016
Q4 		$82K Buy
+551
New +$79.5K 0.11% 77

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Legacy Advisors's MMM Position: Q1 2025 in Review

Legacy Advisors increased its 3M (MMM) stake by 9.2% in Q1 2025, buying an estimated $28.9K and bringing the position to 2,348 shares worth $345K. The position accounts for 0.04% of the portfolio, ranked #303.

Legacy Advisors first reported a position in MMM in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.08M in Q1 2022. 2,153 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

  • Legacy Advisors held 2,348 shares of 3M worth $345K as of Q1 2025.
  • Legacy Advisors bought 197 3M shares in Q1 2025, an estimated $28.9K.
  • 3M made up 0.04% of Legacy Advisors's portfolio in Q1 2025, its #303 holding.
  • Legacy Advisors first reported a position in 3M in Q4 2016 and has held it in 23 quarters since.
  • Legacy Advisors's 3M position peaked at $1.08M in Q1 2022.
  • 2,153 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.