ORG
MMM icon

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
Q2 		$2.79M Buy
17,223
+73
+0.4% +$11.1K 1.08% 20
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimist Retirement Group's MMM Position: Q2 2026 in Review

Optimist Retirement Group increased its 3M (MMM) stake by 0.43% in Q2 2026, buying an estimated $11.1K and bringing the position to 17,223 shares worth $2.79M. The position accounts for 1.08% of the portfolio, ranked #20.

Optimist Retirement Group first reported a position in MMM in Q4 2023 and has held it in 11 quarters since. 2,245 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Optimist Retirement Group held 17,223 shares of 3M worth $2.79M as of Q2 2026.
  • Optimist Retirement Group bought 73 3M shares in Q2 2026, an estimated $11.1K.
  • 3M made up 1.08% of Optimist Retirement Group's portfolio in Q2 2026, its #20 holding.
  • Optimist Retirement Group first reported a position in 3M in Q4 2023 and has held it in 11 quarters since.
  • 2,245 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.