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Root Financial Partners’s 3M MMM Stock Holding History

Root Financial Partners’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 		$300K Buy
2,063
+34
+2% +$5.41K 0.01% 249
2025
Q4 		$325K Buy
2,029
+89
+5% +$14.6K 0.02% 222
2025
Q3 		$301K Buy
1,940
+475
+32% +$73.2K 0.02% 212
2025
Q2 		$223K Buy
+1,465
New +$209K 0.02% 230

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's MMM Position: Q1 2026 in Review

Root Financial Partners increased its 3M (MMM) stake by 1.7% in Q1 2026, buying an estimated $5.41K and bringing the position to 2,063 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #249.

Root Financial Partners first reported a position in MMM in Q2 2025 and has held it in 4 quarters since. The position peaked at $325K in Q4 2025. 2,157 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Root Financial Partners held 2,063 shares of 3M worth $300K as of Q1 2026.
  • Root Financial Partners bought 34 3M shares in Q1 2026, an estimated $5.41K.
  • 3M made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #249 holding.
  • Root Financial Partners first reported a position in 3M in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's 3M position peaked at $325K in Q4 2025.
  • 2,157 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.