SWM
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SilverOak Wealth Management’s 3M MMM Stock Holding History

SilverOak Wealth Management’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 		$11.1M Sell
76,387
-3,627
-5% -$578K 1.75% 12
2025
Q4 		$12.8M Buy
80,014
+204
+0.3% +$33.4K 2.01% 10
2025
Q3 		$12.4M Sell
79,810
-1,200
-1% -$185K 2.09% 10
2025
Q2 		$12.3M Sell
81,010
-4,037
-5% -$577K 2.31% 9
2025
Q1 		$12.5M Sell
85,047
-1,645
-2% -$242K 2.7% 9
2024
Q4 		$11.2M Buy
86,692
+3,711
+4% +$487K 2.41% 10
2024
Q3 		$11.3M Sell
82,981
-9,540
-10% -$1.17M 2.54% 10
2024
Q2 		$9.45M Sell
92,521
-20,787
-18% -$2.03M 2.27% 10
2024
Q1 		$10M Sell
113,308
-1,790
-2% -$148K 2.5% 10
2023
Q4 		$10.5M Buy
+115,098
New +$9.24M 2.84% 10

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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