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Marshall & Sterling Wealth Advisors’s 3M MMM Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-10
Closed -$1.55K – 517
2025
Q3 		$1.55K Sell
10
-45
-82% -$6.94K ﹤0.01% 566
2025
Q2 		$8.37K Hold
55
– – 0.01% 369
2025
Q1 		$8.08K Buy
+55
New +$8.08K 0.01% 363

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Marshall & Sterling Wealth Advisors's MMM Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of 3M (MMM) in Q4 2025, closing a stake of 10 shares — an estimated $1.55K sold.

Marshall & Sterling Wealth Advisors first reported a position in MMM in Q1 2025 and held it in 3 quarters. The position peaked at $8.37K in Q2 2025. 2,272 funds tracked by Wall St. Rank hold MMM as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining 3M position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 10 3M shares in Q4 2025, an estimated $1.55K.
  • Marshall & Sterling Wealth Advisors first reported a position in 3M in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's 3M position peaked at $8.37K in Q2 2025.
  • 2,272 funds tracked by Wall St. Rank held 3M as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.