Penn Mutual Asset Management’s 3M MMM Stock Holding History

Penn Mutual Asset 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 Q1	–	Sell	-4,500	Closed	-$581K	–	77
2024 Q4	$581K	Hold	4,500	–	–	1.05%	24
2024 Q3	$615K	Hold	4,500	–	–	1.22%	17
2024 Q2	$460K	Buy	+4,500	New	+$439K	0.98%	22
2024 Q1	–	Sell	-33,488	Closed	-$3.06M	–	81
2023 Q4	$3.06M	Buy	33,488 +5,980	+22%	+$480K	2.36%	15
2023 Q3	$2.15M	Hold	27,508	–	–	2.02%	19
2023 Q2	$2.3M	Hold	27,508	–	–	2.08%	19
2023 Q1	$2.42M	Buy	+27,508	New	+$2.59M	2.29%	18
2021 Q3	–	Sell	-1,363	Closed	-$226K	–	78
2021 Q2	$226K	Sell	1,363 -168	-11%	-$28K	0.28%	55
2021 Q1	$247K	Hold	1,531	–	–	0.28%	42
2020 Q4	$224K	Buy	1,531 +66	+5%	+$9.37K	0.2%	45
2020 Q3	$196K	Buy	+1,465	New	+$197K	0.28%	32

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Penn Mutual Asset Management's MMM Position: Q1 2025 in Review

Penn Mutual Asset Management sold out of 3M (MMM) in Q1 2025, closing a stake of 4,500 shares — an estimated $581K sold.

Penn Mutual Asset Management first reported a position in MMM in Q3 2020 and held it in 11 quarters. The position peaked at $3.06M in Q4 2023. 2,148 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

Penn Mutual Asset Management reported no remaining 3M position as of Q1 2025 after selling out during the quarter.
Penn Mutual Asset Management sold 4,500 3M shares in Q1 2025, an estimated $581K.
Penn Mutual Asset Management first reported a position in 3M in Q3 2020 and held it in 11 quarters.
Penn Mutual Asset Management's 3M position peaked at $3.06M in Q4 2023.
2,148 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on Penn Mutual Asset Management's 13F filing for Q1 2025, filed 13 May 2025.