Montis Financial’s 3M MMM Stock Holding History

Montis Financial’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	$253K	Hold	1,743	–	–	0.05%	136
2025 Q4	$279K	Hold	1,743	–	–	0.06%	130
2025 Q3	$270K	Buy	1,743 +170	+11%	+$26.2K	0.06%	136
2025 Q2	$239K	Hold	1,573	–	–	0.07%	123
2025 Q1	$231K	Sell	1,573 -38	-2%	-$5.58K	0.07%	131
2024 Q4	$208K	Buy	+1,611	New	+$211K	0.06%	131
2024 Q1	–	Sell	-2,415	Closed	-$221K	–	83
2023 Q4	$221K	Buy	+2,415	New	+$194K	0.13%	71
2023 Q1	–	Sell	-2,080	Closed	-$209K	–	66
2022 Q4	$209K	Buy	+2,080	New	+$212K	0.18%	58
2022 Q3	–	Sell	-2,653	Closed	-$287K	–	61
2022 Q2	$287K	Hold	2,653	–	–	0.27%	45
2022 Q1	$330K	Sell	2,653 -1,423	-35%	-$189K	0.26%	42
2021 Q4	$605K	Buy	4,076 +1,423	+54%	+$212K	0.44%	33
2021 Q3	$391K	Buy	2,653 +7	+0.3%	+$1.13K	0.33%	34
2021 Q2	$439K	Hold	2,646	–	–	0.36%	36
2021 Q1	$426K	Hold	2,646	–	–	0.4%	35
2020 Q4	$413K	Buy	+2,646	New	+$376K	0.41%	35

Other funds holding MMM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Montis Financial's MMM Position: Q1 2026 in Review

Montis Financial held its 3M (MMM) position steady in Q1 2026 at 1,743 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #136.

Montis Financial first reported a position in MMM in Q4 2020 and has held it in 15 quarters since. The position peaked at $605K in Q4 2021. 2,157 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Montis Financial held 1,743 shares of 3M worth $253K as of Q1 2026.
Montis Financial left its 3M share count unchanged in Q1 2026.
3M made up 0.05% of Montis Financial's portfolio in Q1 2026, its #136 holding.
Montis Financial first reported a position in 3M in Q4 2020 and has held it in 15 quarters since.
Montis Financial's 3M position peaked at $605K in Q4 2021.
2,157 funds tracked by Wall St. Rank held 3M as of Q1 2026.

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