Palumbo Wealth Management’s 3M MMM Stock Holding History

Palumbo 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
2026 Q1	–	Sell	-1,270	Closed	-$203K	–	229
2025 Q4	$203K	Buy	+1,270	New	+$208K	0.05%	205
2025 Q3	–	Sell	-1,472	Closed	-$224K	–	207
2025 Q2	$224K	Sell	1,472 -159	-10%	-$22.7K	0.07%	174
2025 Q1	$239K	Buy	+1,631	New	+$240K	0.08%	154
2024 Q4	–	Sell	-1,947	Closed	-$266K	–	182
2024 Q3	$266K	Buy	+1,947	New	+$238K	0.1%	120
2023 Q2	–	Sell	-4,755	Closed	-$418K	–	108
2023 Q1	$418K	Sell	4,755 -403	-8%	-$38K	0.28%	65
2022 Q4	$517K	Sell	5,158 -36	-0.7%	-$3.67K	0.41%	53
2022 Q3	$480K	Buy	5,194 +289	+6%	+$31.7K	0.41%	54
2022 Q2	$531K	Buy	4,905 +418	+9%	+$50.5K	0.42%	50
2022 Q1	$558K	Buy	4,487 +160	+4%	+$21.3K	0.36%	59
2021 Q4	$643K	Buy	4,327 +312	+8%	+$46.5K	0.4%	54
2021 Q3	$589K	Buy	4,015 +376	+10%	+$60.9K	0.39%	58
2021 Q2	$604K	Buy	+3,639	New	+$607K	0.41%	61

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