Optimist Retirement Group’s 3M MMM Stock Holding History

Optimist Retirement 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	$2.49M	Sell	17,150 -241	-1%	-$38.4K	1.1%	26
2025 Q4	$2.78M	Sell	17,391 -79	-0.5%	-$12.9K	1.28%	20
2025 Q3	$2.71M	Buy	17,470 +129	+0.7%	+$19.9K	1.23%	17
2025 Q2	$2.64M	Sell	17,341 -13	-0.1%	-$1.86K	1.27%	15
2025 Q1	$2.55M	Sell	17,354 -1,749	-9%	-$257K	1.28%	15
2024 Q4	$2.47M	Sell	19,103 -567	-3%	-$74.4K	1.17%	15
2024 Q3	$2.69M	Sell	19,670 -1,886	-9%	-$231K	1.21%	16
2024 Q2	$2.2M	Buy	21,556 +1,674	+8%	+$163K	1.16%	22
2024 Q1	$1.76M	Buy	19,882 +3,284	+20%	+$272K	0.91%	35
2023 Q4	$1.52M	Buy	+16,598	New	+$1.33M	0.99%	25

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

Optimist Retirement Group's MMM Position: Q1 2026 in Review

Optimist Retirement Group reduced its 3M (MMM) stake by 1.4% in Q1 2026, selling an estimated $38.4K and leaving 17,150 shares worth $2.49M. The position accounts for 1.1% of the portfolio, ranked #26.

Optimist Retirement Group first reported a position in MMM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.78M in Q4 2025. 2,158 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Optimist Retirement Group held 17,150 shares of 3M worth $2.49M as of Q1 2026.
Optimist Retirement Group sold 241 3M shares in Q1 2026, an estimated $38.4K.
3M made up 1.1% of Optimist Retirement Group's portfolio in Q1 2026, its #26 holding.
Optimist Retirement Group first reported a position in 3M in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's 3M position peaked at $2.78M in Q4 2025.
2,158 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.