Plancorp LLC’s 3M MMM Stock Holding History

Plancorp LLC’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	$446K	Sell	2,828 -1,071	-27%	-$162K	0.01%	274
2026 Q1	$586K	Buy	3,899 +107	+3%	+$17K	0.02%	205
2025 Q4	$607K	Sell	3,792 -1,348	-26%	-$220K	0.02%	201
2025 Q3	$798K	Buy	5,140 +42	+0.8%	+$6.48K	0.03%	173
2025 Q2	$776K	Sell	5,098 -9	-0.2%	-$1.29K	0.03%	176
2025 Q1	$750K	Buy	5,107 +185	+4%	+$27.2K	0.03%	164
2024 Q4	$635K	Sell	4,922 -225	-4%	-$29.5K	0.03%	166
2024 Q3	$704K	Buy	5,147 +255	+5%	+$31.2K	0.03%	158
2024 Q2	$500K	Sell	4,892 -935	-16%	-$91.1K	0.02%	181
2024 Q1	$517K	Sell	5,827 -43	-0.7%	-$3.56K	0.02%	175
2023 Q4	$537K	Buy	5,870 +169	+3%	+$13.6K	0.03%	153
2023 Q3	$446K	Buy	5,701 +181	+3%	+$15.5K	0.02%	158
2023 Q2	$462K	Sell	5,520 -35	-0.6%	-$2.97K	0.02%	153
2023 Q1	$488K	Sell	5,555 -242	-4%	-$22.8K	0.03%	154
2022 Q4	$581K	Buy	5,797 +245	+4%	+$25K	0.03%	137
2022 Q3	$513K	Sell	5,552 -186	-3%	-$20.4K	0.03%	140
2022 Q2	$621K	Sell	5,738 -33	-0.6%	-$3.99K	0.04%	135
2022 Q1	$718K	Buy	5,771 +3	+0.1%	+$399	0.05%	121
2021 Q4	$857K	Buy	5,768 +18	+0.3%	+$2.68K	0.05%	110
2021 Q3	$843K	Sell	5,750 -51	-0.9%	-$8.26K	0.06%	106
2021 Q2	$963K	Sell	5,801 -20	-0.3%	-$3.34K	0.08%	91
2021 Q1	$938K	Sell	5,821 -181	-3%	-$27.1K	0.21%	86
2020 Q4	$877K	Buy	6,002 +2,007	+50%	+$285K	0.22%	85
2020 Q3	$535K	Sell	3,995 -1,963	-33%	-$264K	0.16%	99
2020 Q2	$777K	Sell	5,958 -81	-1%	-$10.2K	0.23%	73
2020 Q1	$689K	Buy	6,039 +191	+3%	+$25.1K	0.27%	68
2019 Q4	$863K	Buy	5,848 +116	+2%	+$16.2K	0.26%	73
2019 Q3	$788K	Buy	5,732 +8	+0.1%	+$1.12K	0.3%	64
2019 Q2	$830K	Sell	5,724 -3,927	-41%	-$605K	0.33%	62
2019 Q1	$1.68M	Buy	9,651 +235	+2%	+$39.6K	0.64%	35
2018 Q4	$1.5M	Buy	9,416 +21	+0.2%	+$3.49K	0.68%	35
2018 Q3	$1.66M	Sell	9,395 -686	-7%	-$118K	0.65%	35
2018 Q2	$1.66M	Sell	10,081 -1	-0%	-$171	0.66%	35
2018 Q1	$1.85M	Sell	10,082 -18	-0.2%	-$3.57K	0.59%	30
2017 Q4	$1.99M	Buy	10,100 +506	+5%	+$97.4K	0.65%	33
2017 Q3	$1.68M	Sell	9,594 -1,439	-13%	-$249K	0.5%	35
2017 Q2	$1.92M	Buy	11,033 +1	+0%	+$167	0.57%	32
2017 Q1	$1.77M	Sell	11,032 -105	-0.9%	-$16.1K	0.52%	36
2016 Q4	$1.66M	Buy	+11,137	New	+$1.61M	0.47%	34
2016 Q1	–	Sell	-3,887	Closed	-$490K	–	68
2015 Q4	$490K	Hold	3,887	–	–	0.59%	44
2015 Q3	$461K	Buy	+3,887	New	+$478K	0.42%	53
2015 Q2	–	Sell	-5,217	Closed	-$720K	–	95
2015 Q1	$720K	Buy	+5,217	New	+$719K	0.72%	31
2014 Q4	–	Sell	-3,185	Closed	-$376K	–	89
2014 Q3	$376K	Buy	+3,185	New	+$383K	0.4%	59
2014 Q2	–	Sell	-3,065	Closed	-$346K	–	97
2014 Q1	$346K	Buy	3,065 +239	+8%	+$26.5K	0.23%	76
2013 Q4	$332K	Buy	+2,826	New	+$301K	0.29%	64

Other funds holding MMM

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Plancorp LLC's MMM Position: Q2 2026 in Review

Plancorp LLC reduced its 3M (MMM) stake by 27% in Q2 2026, selling an estimated $162K and leaving 2,828 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #274.

Plancorp LLC first reported a position in MMM in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.99M in Q4 2017. 613 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Plancorp LLC held 2,828 shares of 3M worth $446K as of Q2 2026.
Plancorp LLC sold 1,071 3M shares in Q2 2026, an estimated $162K.
3M made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #274 holding.
Plancorp LLC first reported a position in 3M in Q4 2013 and has held it in 45 quarters since.
Plancorp LLC's 3M position peaked at $1.99M in Q4 2017.
613 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.