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 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%	-$35.9K	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	$321K	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%	+$9.68K	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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Sterling Financial Planning's MMM Position: Q1 2026 in Review

Sterling Financial Planning held its 3M (MMM) position steady in Q1 2026 at 4,368 shares worth $634K. 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 13 quarters since. The position peaked at $699K in Q4 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Sterling Financial Planning held 4,368 shares of 3M worth $634K as of Q1 2026.
Sterling Financial Planning left its 3M share count unchanged in Q1 2026.
3M made up 0.19% of Sterling Financial Planning's portfolio in Q1 2026, its #61 holding.
Sterling Financial Planning first reported a position in 3M in Q4 2020 and has held it in 13 quarters since.
Sterling Financial Planning's 3M position peaked at $699K in Q4 2025.
2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.