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Simplicity Wealth’s 3M MMM Stock Holding History

Simplicity Wealth’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 		$842K Buy
5,198
+1,134
+28% +$172K 0.03% 477
2026
Q1 		$590K Sell
4,064
-253
-6% -$40.3K 0.03% 415
2025
Q4 		$691K Sell
4,317
-1,632
-27% -$267K 0.04% 361
2025
Q3 		$923K Sell
5,949
-3,307
-36% -$510K 0.05% 312
2025
Q2 		$1.41M Buy
9,256
+4,408
+91% +$630K 0.06% 265
2025
Q1 		$712K Buy
4,848
+3,234
+200% +$475K 0.06% 289
2024
Q4 		$208K Sell
1,614
-3,534
-69% -$464K 0.04% 304
2024
Q3 		$704K Sell
5,148
-21,281
-81% -$2.61M 0.07% 239
2024
Q2 		$2.7M Sell
26,429
-4,008
-13% -$391K 0.06% 300
2024
Q1 		$2.7M Buy
30,437
+25,104
+471% +$2.08M 0.06% 294
2023
Q4 		$487K Buy
5,333
+850
+19% +$68.2K 0.19% 98
2023
Q3 		$351K Buy
4,483
+170
+4% +$14.6K 0.21% 57
2023
Q2 		$361K Sell
4,313
-63
-1% -$5.35K 0.22% 55
2023
Q1 		$385K Sell
4,376
-314
-7% -$29.6K 0.26% 46
2022
Q4 		$470K Buy
+4,690
New +$478K 0.42% 34
2022
Q2 		– Sell
-1,810
Closed -$225K – 59
2022
Q1 		$225K Buy
+1,810
New +$241K 0.22% 63

Other funds holding MMM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Simplicity Wealth's MMM Position: Q2 2026 in Review

Simplicity Wealth increased its 3M (MMM) stake by 28% in Q2 2026, buying an estimated $172K and bringing the position to 5,198 shares worth $842K. The position accounts for 0.03% of the portfolio, ranked #477.

Simplicity Wealth first reported a position in MMM in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.7M in Q2 2024. 2,236 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • Simplicity Wealth held 5,198 shares of 3M worth $842K as of Q2 2026.
  • Simplicity Wealth bought 1,134 3M shares in Q2 2026, an estimated $172K.
  • 3M made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #477 holding.
  • Simplicity Wealth first reported a position in 3M in Q1 2022 and has held it in 16 quarters since.
  • Simplicity Wealth's 3M position peaked at $2.7M in Q2 2024.
  • 2,236 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.