Napa Wealth Management’s 3M MMM Stock Holding History

Napa Wealth Management’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 Q2	–	Sell	-5,328	Closed	-$782K	–	159
2025 Q1	$782K	Sell	5,328 -2,820	-35%	-$414K	0.44%	55
2024 Q4	$1.05M	Sell	8,148 -290	-3%	-$38K	0.45%	57
2024 Q3	$1.15M	Buy	+8,438	New	+$1.03M	0.55%	46

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Napa Wealth Management's MMM Position: Q2 2025 in Review

Napa Wealth Management sold out of 3M (MMM) in Q2 2025, closing a stake of 5,328 shares — an estimated $782K sold.

Napa Wealth Management first reported a position in MMM in Q3 2024 and held it in 3 quarters. The position peaked at $1.15M in Q3 2024. 2,141 funds tracked by Wall St. Rank hold MMM as of Q2 2025.

Napa Wealth Management reported no remaining 3M position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 5,328 3M shares in Q2 2025, an estimated $782K.
Napa Wealth Management first reported a position in 3M in Q3 2024 and held it in 3 quarters.
Napa Wealth Management's 3M position peaked at $1.15M in Q3 2024.
2,141 funds tracked by Wall St. Rank held 3M as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.