Lokken Investment Group’s 3M MMM Stock Holding History

Lokken Investment Group’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 Q3	$240K	Buy	1,545 +6	+0.4%	+$925	0.08%	130
2025 Q2	$234K	Sell	1,539 -7	-0.5%	-$1K	0.09%	118
2025 Q1	$227K	Sell	1,546 -54	-3%	-$7.93K	0.1%	120
2024 Q4	$207K	Buy	1,600 +5	+0.3%	+$656	0.09%	131
2024 Q3	$218K	Buy	+1,595	New	+$195K	0.09%	139
2022 Q3	–	Sell	-1,884	Closed	-$204K	–	118
2022 Q2	$204K	Buy	1,884 +3	+0.2%	+$363	0.17%	109
2022 Q1	$227K	Buy	1,881 +202	+12%	+$26.9K	0.18%	113
2021 Q4	$249K	Buy	1,679 +1	+0.1%	+$149	0.18%	112
2021 Q3	$246K	Buy	1,678 +136	+9%	+$22K	0.2%	106
2021 Q2	$256K	Hold	1,542	–	–	0.21%	101
2021 Q1	$248K	Sell	1,542 -179	-10%	-$26.8K	0.22%	99
2020 Q4	$252K	Buy	+1,721	New	+$244K	0.23%	82

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Lokken Investment Group's MMM Position: Q3 2025 in Review

Lokken Investment Group increased its 3M (MMM) stake by 0.39% in Q3 2025, buying an estimated $925 and bringing the position to 1,545 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #130.

Lokken Investment Group first reported a position in MMM in Q4 2020 and has held it in 12 quarters since. The position peaked at $256K in Q2 2021. 2,128 funds tracked by Wall St. Rank hold MMM as of Q3 2025.

Lokken Investment Group held 1,545 shares of 3M worth $240K as of Q3 2025.
Lokken Investment Group bought 6 3M shares in Q3 2025, an estimated $925.
3M made up 0.08% of Lokken Investment Group's portfolio in Q3 2025, its #130 holding.
Lokken Investment Group first reported a position in 3M in Q4 2020 and has held it in 12 quarters since.
Lokken Investment Group's 3M position peaked at $256K in Q2 2021.
2,128 funds tracked by Wall St. Rank held 3M as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.