SMART Wealth’s 3M MMM Stock Holding History

SMART 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
2025 Q3	–	Sell	-10,433	Closed	-$1.59M	–	168
2025 Q2	$1.59M	Buy	+10,433	New	+$1.49M	0.5%	68

Other funds holding MMM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

SMART Wealth's MMM Position: Q3 2025 in Review

SMART Wealth sold out of 3M (MMM) in Q3 2025, closing a stake of 10,433 shares — an estimated $1.59M sold.

SMART Wealth first reported a position in MMM in Q2 2025 and held it in 1 quarter. The position peaked at $1.59M in Q2 2025. 2,128 funds tracked by Wall St. Rank hold MMM as of Q3 2025.

SMART Wealth reported no remaining 3M position as of Q3 2025 after selling out during the quarter.
SMART Wealth sold 10,433 3M shares in Q3 2025, an estimated $1.59M.
SMART Wealth first reported a position in 3M in Q2 2025 and held it in 1 quarter.
SMART Wealth's 3M position peaked at $1.59M in Q2 2025.
2,128 funds tracked by Wall St. Rank held 3M as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.