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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
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

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

Simplicity Wealth's MMM Position: Q1 2026 in Review

Simplicity Wealth reduced its 3M (MMM) stake by 5.9% in Q1 2026, selling an estimated $40.3K and leaving 4,064 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #415.

Simplicity Wealth first reported a position in MMM in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q2 2024. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Simplicity Wealth held 4,064 shares of 3M worth $590K as of Q1 2026.
  • Simplicity Wealth sold 253 3M shares in Q1 2026, an estimated $40.3K.
  • 3M made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #415 holding.
  • Simplicity Wealth first reported a position in 3M in Q1 2022 and has held it in 15 quarters since.
  • Simplicity Wealth's 3M position peaked at $2.7M in Q2 2024.
  • 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.