PlanVest Financial’s 3M MMM Stock Holding History

PlanVest Financial’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	$40.7K	Hold	251	–	–	0.03%	251
2026 Q1	$36.5K	Buy	+251	New	+$40K	0.03%	246

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's MMM Position: Q2 2026 in Review

PlanVest Financial held its 3M (MMM) position steady in Q2 2026 at 251 shares worth $40.7K. The position accounts for 0.03% of the portfolio, ranked #251.

PlanVest Financial first reported a position in MMM in Q1 2026 and has held it in 2 quarters since. 2,187 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

PlanVest Financial held 251 shares of 3M worth $40.7K as of Q2 2026.
PlanVest Financial left its 3M share count unchanged in Q2 2026.
3M made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #251 holding.
PlanVest Financial first reported a position in 3M in Q1 2026 and has held it in 2 quarters since.
2,187 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.