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Marcum Wealth’s 3M MMM Stock Holding History

Marcum Wealth’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 		$341K Buy
2,321
+131
+6% +$19.2K 0.03% 262
2024
Q4 		$283K Buy
2,190
+634
+41% +$83.2K 0.02% 293
2024
Q3 		$213K Buy
+1,556
New +$190K 0.02% 353
2023
Q2 		– Sell
-2,465
Closed -$217K – 396
2023
Q1 		$217K Sell
2,465
-918
-27% -$86.6K 0.03% 311
2022
Q4 		$339K Sell
3,383
-729
-18% -$74.3K 0.05% 226
2022
Q3 		$380K Buy
4,112
+64
+2% +$7.02K 0.06% 196
2022
Q2 		$438K Buy
4,048
+154
+4% +$18.6K 0.07% 177
2022
Q1 		$485K Sell
3,894
-471
-11% -$62.6K 0.07% 164
2021
Q4 		$648K Sell
4,365
-1,924
-31% -$287K 0.09% 147
2021
Q3 		$922K Buy
6,289
+357
+6% +$57.8K 0.14% 98
2021
Q2 		$985K Sell
5,932
-699
-11% -$117K 0.16% 96
2021
Q1 		$1.07M Buy
6,631
+67
+1% +$10K 0.18% 79
2020
Q4 		$959K Buy
6,564
+1,023
+18% +$145K 0.23% 38
2020
Q3 		$742K Sell
5,541
-817
-13% -$110K 0.23% 40
2020
Q2 		$829K Buy
6,358
+1,562
+33% +$197K 0.26% 40
2020
Q1 		$547K Buy
4,796
+67
+1% +$8.81K 0.21% 35
2019
Q4 		$698K Buy
+4,729
New +$662K 0.26% 36

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's MMM Position: Q1 2025 in Review

Marcum Wealth increased its 3M (MMM) stake by 6% in Q1 2025, buying an estimated $19.2K and bringing the position to 2,321 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #262.

Marcum Wealth first reported a position in MMM in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.07M in Q1 2021. 2,148 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

  • Marcum Wealth held 2,321 shares of 3M worth $341K as of Q1 2025.
  • Marcum Wealth bought 131 3M shares in Q1 2025, an estimated $19.2K.
  • 3M made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #262 holding.
  • Marcum Wealth first reported a position in 3M in Q4 2019 and has held it in 17 quarters since.
  • Marcum Wealth's 3M position peaked at $1.07M in Q1 2021.
  • 2,148 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.