SPWM
MMM icon

Spartan Planning & Wealth Management’s 3M MMM Stock Holding History

Spartan Planning & 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 		– Sell
-1,373
Closed -$220K – 84
2025
Q4 		$220K Buy
1,373
+13
+1% +$2.13K 0.16% 75
2025
Q3 		$211K Buy
+1,360
New +$210K 0.16% 74
2023
Q4 		$80.7K Buy
883
+881
+44,050% +$70.7K 0.09% 109
2023
Q3 		$187 Buy
+2
New +$172 ﹤0.01% 150
2022
Q4 		$1.56K Buy
+16
New +$1.63K ﹤0.01% 130

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

Spartan Planning & Wealth Management's MMM Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of 3M (MMM) in Q1 2026, closing a stake of 1,373 shares — an estimated $220K sold.

Spartan Planning & Wealth Management first reported a position in MMM in Q4 2022 and held it in 5 quarters. The position peaked at $220K in Q4 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Spartan Planning & Wealth Management reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 1,373 3M shares in Q1 2026, an estimated $220K.
  • Spartan Planning & Wealth Management first reported a position in 3M in Q4 2022 and held it in 5 quarters.
  • Spartan Planning & Wealth Management's 3M position peaked at $220K in Q4 2025.
  • 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.