Regatta Capital Group’s 3M MMM Stock Holding History

Regatta Capital 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 Q1	$200K	Sell	1,378 -9	-0.6%	-$1.43K	0.03%	208
2025 Q4	$222K	Hold	1,387	–	–	0.03%	195
2025 Q3	$215K	Sell	1,387 -44	-3%	-$6.78K	0.03%	203
2025 Q2	$218K	Sell	1,431 -73	-5%	-$10.4K	0.04%	200
2025 Q1	$221K	Buy	+1,504	New	+$221K	0.04%	178
2024 Q4	–	Sell	-2,614	Closed	-$357K	–	192
2024 Q3	$357K	Sell	2,614 -7,410	-74%	-$907K	0.07%	147
2024 Q2	$1.02M	Sell	10,024 -1,943	-16%	-$189K	0.22%	74
2024 Q1	$1.06M	Buy	11,967 +533	+5%	+$44.2K	0.24%	73
2023 Q4	$1.05M	Buy	11,434 +221	+2%	+$17.7K	0.27%	66
2023 Q3	$878K	Sell	11,213 -149	-1%	-$12.8K	0.28%	70
2023 Q2	$951K	Sell	11,362 -532	-4%	-$45.2K	0.3%	71
2023 Q1	$1.19M	Hold	11,894	–	–	0.42%	54
2022 Q4	$1.19M	Buy	11,894 +6,005	+102%	+$612K	0.42%	54
2022 Q3	$637K	Buy	5,889 +3	+0.1%	+$329	0.26%	84
2022 Q2	$637K	Buy	5,886 +439	+8%	+$53.1K	0.3%	78
2022 Q1	$678K	Buy	5,447 +3,204	+143%	+$426K	0.23%	90
2021 Q4	$333K	Buy	+2,243	New	+$334K	0.12%	136

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