Sterling Financial Planning
MMM icon

Sterling Financial Planning’s 3M MMM Stock Holding History

Sterling Financial Planning’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
Q3 		$708K Sell
4,312
-56
-1% -$9.6K 0.19% 61
2026
Q2 		$707K Hold
4,368
– – 0.19% 61
2026
Q1 		$634K Hold
4,368
– – 0.19% 61
2025
Q4 		$699K Buy
4,368
+1
+0% +$164 0.21% 60
2025
Q3 		$678K Hold
4,367
– – 0.21% 60
2025
Q2 		$665K Buy
4,367
+1
+0% +$143 0.22% 61
2025
Q1 		$641K Sell
4,366
-244
-5% -$35.8K 0.23% 59
2024
Q4 		$595K Sell
4,610
-2
-0% -$262 0.22% 61
2024
Q3 		$631K Sell
4,612
-37
-0.8% -$4.53K 0.23% 60
2024
Q2 		$475K Buy
4,649
+1,035
+29% +$101K 0.19% 72
2024
Q1 		$320K Buy
+3,614
New +$300K 0.13% 83
2021
Q4 		– Sell
-672
Closed -$99K – 273
2021
Q3 		$99K Hold
672
– – 0.06% 127
2021
Q2 		$112K Buy
672
+58
+9% +$9.7K 0.07% 113
2021
Q1 		$99K Sell
614
-47
-7% -$7.04K 0.07% 105
2020
Q4 		$97K Buy
+661
New +$93.8K 0.08% 106

Other funds holding MMM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sterling Financial Planning's MMM Position: Q3 2026 in Review

Sterling Financial Planning reduced its 3M (MMM) stake by 1.3% in Q3 2026, selling an estimated $9.6K and leaving 4,312 shares worth $708K. The position accounts for 0.19% of the portfolio, ranked #61.

Sterling Financial Planning first reported a position in MMM in Q4 2020 and has held it in 15 quarters since. 1,764 funds tracked by Wall St. Rank hold MMM as of Q3 2026.

  • Sterling Financial Planning held 4,312 shares of 3M worth $708K as of Q3 2026.
  • Sterling Financial Planning sold 56 3M shares in Q3 2026, an estimated $9.6K.
  • 3M made up 0.19% of Sterling Financial Planning's portfolio in Q3 2026, its #61 holding.
  • Sterling Financial Planning first reported a position in 3M in Q4 2020 and has held it in 15 quarters since.
  • 1,764 funds tracked by Wall St. Rank held 3M as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.