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Mark Sheptoff Financial Planning’s 3M MMM Stock Holding History

Mark Sheptoff Financial Planning’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 		$127K Hold
888
– – 0.07% 122
2025
Q4 		$142K Hold
888
– – 0.07% 118
2025
Q3 		$138K Hold
888
– – 0.07% 115
2025
Q2 		$135K Sell
888
-7,075
-89% -$1.01M 0.07% 107
2025
Q1 		$1.17M Hold
7,963
– – 0.64% 30
2024
Q4 		$1.03M Sell
7,963
-100
-1% -$13.1K 0.55% 36
2024
Q3 		$1.1M Buy
8,063
+25
+0.3% +$3.06K 0.59% 34
2024
Q2 		$821K Buy
8,038
+6,677
+491% +$651K 0.46% 43
2024
Q1 		$121K Hold
1,361
– – 0.07% 120
2023
Q4 		$124K Hold
1,361
– – 0.08% 113
2023
Q3 		$107K Hold
1,361
– – 0.07% 109
2023
Q2 		$114K Sell
1,361
-359
-21% -$30.5K 0.07% 112
2023
Q1 		$151K Sell
1,720
-239
-12% -$22.5K 0.09% 102
2022
Q4 		$196K Hold
1,959
– – 0.12% 91
2022
Q3 		$181K Sell
1,959
-1,799
-48% -$197K 0.11% 90
2022
Q2 		$407K Hold
3,758
– – 0.23% 67
2022
Q1 		$468K Hold
3,758
– – 0.24% 67
2021
Q4 		$558K Sell
3,758
-117
-3% -$17.4K 0.27% 62
2021
Q3 		$568K Buy
3,875
+1
+0% +$162 0.31% 58
2021
Q2 		$643K Buy
3,874
+1
+0% +$167 0.34% 54
2021
Q1 		$624K Buy
3,873
+120
+3% +$18K 0.36% 54
2020
Q4 		$548K Hold
3,753
– – 0.31% 58
2020
Q3 		$503K Hold
3,753
– – 0.31% 53
2020
Q2 		$489K Sell
3,753
-359
-9% -$45.2K 0.32% 50
2020
Q1 		$469K Hold
4,112
– – 0.35% 48
2019
Q4 		$607K Hold
4,112
– – 0.38% 49
2019
Q3 		$565K Hold
4,112
– – 0.38% 49
2019
Q2 		$596K Hold
4,112
– – 0.41% 48
2019
Q1 		$714K Sell
4,112
-239
-5% -$40.2K 0.51% 40
2018
Q4 		$693K Sell
4,351
-2,752
-39% -$457K 0.58% 38
2018
Q3 		$1.25M Buy
7,103
+207
+3% +$35.7K 0.86% 32
2018
Q2 		$1.13M Hold
6,896
– – 0.84% 32
2018
Q1 		$1.27M Hold
6,896
– – 0.88% 30
2017
Q4 		$1.36M Sell
6,896
-120
-2% -$23.1K 0.88% 31
2017
Q3 		$1.23M Hold
7,016
– – 0.83% 36
2017
Q2 		$1.22M Buy
7,016
+418
+6% +$69.9K 0.84% 34
2017
Q1 		$1.05M Buy
6,598
+1
+0% +$153 0.75% 38
2016
Q4 		$985K Hold
6,597
– – 0.73% 40
2016
Q3 		$972K Buy
6,597
+299
+5% +$44.6K 0.72% 39
2016
Q2 		$922K Buy
6,298
+597
+10% +$84.2K 0.69% 39
2016
Q1 		$794K Sell
5,701
-1,137
-17% -$146K 0.65% 41
2015
Q4 		$861K Sell
6,838
-226
-3% -$29.1K 0.7% 37
2015
Q3 		$837K Buy
7,064
+137
+2% +$16.8K 0.73% 36
2015
Q2 		$894K Hold
6,927
– – 0.72% 41
2015
Q1 		$955K Buy
6,927
+478
+7% +$65.9K 0.8% 35
2014
Q4 		$886K Buy
6,449
+718
+13% +$92.2K 0.78% 38
2014
Q3 		$679K Hold
5,731
– – 0.6% 48
2014
Q2 		$686K Sell
5,731
-239
-4% -$28.1K 0.59% 52
2014
Q1 		$677K Buy
+5,970
New +$663K 0.6% 49

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's MMM Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its 3M (MMM) position steady in Q1 2026 at 888 shares worth $127K. The position accounts for 0.07% of the portfolio, ranked #122.

Mark Sheptoff Financial Planning first reported a position in MMM in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.36M in Q4 2017. 2,156 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Mark Sheptoff Financial Planning held 888 shares of 3M worth $127K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its 3M share count unchanged in Q1 2026.
  • 3M made up 0.07% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #122 holding.
  • Mark Sheptoff Financial Planning first reported a position in 3M in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's 3M position peaked at $1.36M in Q4 2017.
  • 2,156 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.