Strategic Family Wealth Counselors’s 3M MMM Stock Holding History

Strategic Family Wealth Counselors’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	-1,310	Closed	-$205K	–	201
2025 Q4	$205K	Hold	1,310	–	–	0.05%	209
2025 Q3	$203K	Buy	+1,310	New	+$202K	0.05%	150
2022 Q1	–	Sell	-1,409	Closed	-$209K	–	103
2021 Q4	$209K	Sell	1,409 -171	-11%	-$25.5K	0.07%	97
2021 Q3	$232K	Hold	1,580	–	–	0.08%	81
2021 Q2	$262K	Hold	1,580	–	–	0.09%	69
2021 Q1	$255K	Hold	1,580	–	–	0.1%	68
2020 Q4	$231K	Hold	1,580	–	–	0.12%	73
2020 Q3	$212K	Sell	1,580 -198	-11%	-$26.6K	0.12%	71
2020 Q2	$232K	Buy	+1,778	New	+$224K	0.15%	69
2020 Q1	–	Sell	-1,558	Closed	-$230K	–	83
2019 Q4	$230K	Sell	1,558 -760	-33%	-$106K	0.19%	59
2019 Q3	$319K	Hold	2,318	–	–	0.24%	48
2019 Q2	$336K	Buy	2,318 +718	+45%	+$111K	0.26%	47
2019 Q1	$278K	Hold	1,600	–	–	0.22%	52
2018 Q4	$255K	Buy	+1,600	New	+$266K	0.29%	51

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

Strategic Family Wealth Counselors's MMM Position: Q1 2026 in Review

Strategic Family Wealth Counselors sold out of 3M (MMM) in Q1 2026, closing a stake of 1,310 shares — an estimated $205K sold.

Strategic Family Wealth Counselors first reported a position in MMM in Q4 2018 and held it in 14 quarters. The position peaked at $336K in Q2 2019. 2,160 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

Strategic Family Wealth Counselors reported no remaining 3M position as of Q1 2026 after selling out during the quarter.
Strategic Family Wealth Counselors sold 1,310 3M shares in Q1 2026, an estimated $205K.
Strategic Family Wealth Counselors first reported a position in 3M in Q4 2018 and held it in 14 quarters.
Strategic Family Wealth Counselors's 3M position peaked at $336K in Q2 2019.
2,160 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.