SPWM
MMM icon

Straight Path Wealth Management’s 3M MMM Stock Holding History

Straight Path 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
2025
Q3 		– Sell
-3,001
Closed -$457K – 143
2025
Q2 		$457K Hold
3,001
– – 0.16% 61
2025
Q1 		$441K Sell
3,001
-7,000
-70% -$1.03M 0.18% 53
2024
Q4 		$1.29M Hold
10,001
– – 0.51% 25
2024
Q3 		$1.37M Buy
10,001
+1
+0% +$122 0.59% 22
2024
Q2 		$1.02M Sell
10,000
-1,960
-16% -$191K 0.52% 26
2024
Q1 		$1.06M Buy
11,960
+2,990
+33% +$248K 0.6% 26
2023
Q4 		$820K Buy
8,970
+4,186
+88% +$336K 0.48% 26
2023
Q3 		$374K Hold
4,784
– – 0.25% 52
2023
Q2 		$400K Sell
4,784
-4
-0.1% -$340 0.27% 46
2023
Q1 		$421K Buy
+4,788
New +$452K 0.33% 42

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return