Maltin Wealth Management’s 3M MMM Stock Holding History

Maltin 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 Q1	–	Sell	-5,454	Closed	-$704K	–	132
2024 Q4	$704K	Buy	5,454 +25	+0.5%	+$3.28K	0.35%	66
2024 Q3	$742K	Buy	5,429 +25	+0.5%	+$3.06K	0.36%	64
2024 Q2	$552K	Buy	+5,404	New	+$527K	0.3%	73
2022 Q1	–	Sell	-7,938	Closed	-$1.18M	–	120
2021 Q4	$1.18M	Buy	7,938 +5,312	+202%	+$791K	0.71%	44
2021 Q3	$385K	Sell	2,626 -119	-4%	-$19.3K	0.24%	77
2021 Q2	$456K	Sell	2,745 -5,131	-65%	-$856K	0.28%	73
2021 Q1	$1.27M	Buy	7,876 +2,163	+38%	+$324K	0.82%	38
2020 Q4	$835K	Buy	5,713 +1,405	+33%	+$199K	0.59%	43
2020 Q3	$577K	Buy	+4,308	New	+$580K	0.41%	56

Other funds holding MMM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance

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

Norges Bank Oslo, Norway $935B AUM