Measured Wealth Private Client Group’s 3M MMM Stock Holding History

Measured Wealth Private Client 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
2026 Q1	$25K	Hold	172	–	–	0.01%	426
2025 Q4	$27.5K	Hold	172	–	–	0.01%	407
2025 Q3	$26.7K	Buy	+172	New	+$26.5K	0.01%	413
2022 Q1	–	Sell	-1,660	Closed	-$247K	–	186
2021 Q4	$247K	Sell	1,660 -38	-2%	-$5.66K	0.09%	140
2021 Q3	$249K	Sell	1,698 -1,217	-42%	-$197K	0.1%	138
2021 Q2	$484K	Buy	2,915 +594	+26%	+$99.1K	0.15%	84
2021 Q1	$374K	Buy	+2,321	New	+$347K	0.13%	90
2020 Q4	–	Sell	-1,719	Closed	-$230K	–	136
2020 Q3	$230K	Buy	+1,719	New	+$231K	0.11%	114
2019 Q4	–	Sell	-1,688	Closed	-$232K	–	128
2019 Q3	$232K	Sell	1,688 -1,343	-44%	-$188K	0.15%	105
2019 Q2	$439K	Sell	3,031 -146	-5%	-$22.5K	0.25%	81
2019 Q1	$552K	Buy	3,177 +1,379	+77%	+$232K	0.34%	59
2018 Q4	$286K	Sell	1,798 -1,193	-40%	-$198K	0.26%	63
2018 Q3	$524K	Buy	2,991 +39	+1%	+$6.72K	0.31%	44
2018 Q2	$485K	Buy	+2,952	New	+$504K	0.39%	42

Other funds holding MMM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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