RMR Wealth Builders’s 3M MMM Stock Holding History

RMR Wealth Builders’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	$2.98M	Buy	20,497 +3,065	+18%	+$488K	0.23%	66
2025 Q4	$2.79M	Buy	17,432 +2,103	+14%	+$344K	0.22%	59
2025 Q3	$2.38M	Buy	15,329 +906	+6%	+$140K	0.2%	63
2025 Q2	$2.2M	Buy	14,423 +887	+7%	+$127K	0.2%	66
2025 Q1	$1.99M	Buy	13,536 +554	+4%	+$81.4K	0.21%	64
2024 Q4	$1.68M	Buy	12,982 +1,232	+10%	+$162K	0.17%	72
2024 Q3	$1.61M	Buy	+11,750	New	+$1.44M	0.17%	76
2022 Q2	–	Sell	-1,660	Closed	-$207K	–	207
2022 Q1	$207K	Buy	1,660 +201	+14%	+$26.7K	0.04%	197
2021 Q4	$217K	Buy	1,459 +11	+0.8%	+$1.64K	0.06%	112
2021 Q3	$212K	Buy	1,448 +8	+0.6%	+$1.3K	0.06%	178
2021 Q2	$239K	Sell	1,440 -4	-0.3%	-$668	0.08%	153
2021 Q1	$233K	Buy	1,444 +1,342	+1,316%	+$201K	0.06%	170
2020 Q4	$15K	Sell	102 -1,442	-93%	-$205K	0.01%	378
2020 Q3	$207K	Buy	1,544 +1,442	+1,414%	+$194K	0.05%	196
2020 Q2	$13K	Buy	+102	New	+$12.9K	0.01%	336
2019 Q4	$85K	Buy	+579	New	+$81.1K	0.08%	186

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