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Symphony Financial’s 3M MMM Stock Holding History

Symphony Financial’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 		$867K Sell
6,059
-364
-6% -$58K 0.11% 124
2025
Q4 		$1.03M Sell
6,423
-10,875
-63% -$1.78M 0.14% 106
2025
Q3 		$2.69M Sell
17,298
-955
-5% -$147K 0.33% 66
2025
Q2 		$2.67M Buy
18,253
+5,445
+43% +$778K 0.35% 65
2025
Q1 		$1.64M Sell
12,808
-1,527
-11% -$224K 0.97% 26
2024
Q4 		$2.11M Buy
14,335
+247
+2% +$32.4K 0.33% 65
2024
Q3 		$1.93M Buy
14,088
+1,360
+11% +$166K 0.32% 70
2024
Q2 		$1.29M Buy
12,728
+9,525
+297% +$928K 0.24% 81
2024
Q1 		$284K Sell
3,203
-9,320
-74% -$773K 0.07% 154
2023
Q4 		$1.13M Buy
+12,523
New +$1M 0.24% 81
2022
Q3 		– Sell
-2,483
Closed -$269K – 197
2022
Q2 		$269K Sell
2,483
-533
-18% -$64.4K 0.08% 162
2022
Q1 		$378K Sell
3,016
-8,409
-74% -$1.12M 0.09% 150
2021
Q4 		$1.7M Sell
11,425
-4,825
-30% -$719K 0.47% 43
2021
Q3 		$2.46M Buy
16,250
+14,309
+737% +$2.32M 0.86% 27
2021
Q2 		$321K Sell
1,941
-53
-3% -$8.85K 0.11% 134
2021
Q1 		$325K Buy
1,994
+444
+29% +$66.5K 0.09% 144
2020
Q4 		$223K Buy
+1,550
New +$220K 0.08% 148

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

Symphony Financial's MMM Position: Q1 2026 in Review

Symphony Financial reduced its 3M (MMM) stake by 5.7% in Q1 2026, selling an estimated $58K and leaving 6,059 shares worth $867K. The position accounts for 0.11% of the portfolio, ranked #124.

Symphony Financial first reported a position in MMM in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.69M in Q3 2025. 2,154 funds tracked by Wall St. Rank hold MMM as of Q1 2026.

  • Symphony Financial held 6,059 shares of 3M worth $867K as of Q1 2026.
  • Symphony Financial sold 364 3M shares in Q1 2026, an estimated $58K.
  • 3M made up 0.11% of Symphony Financial's portfolio in Q1 2026, its #124 holding.
  • Symphony Financial first reported a position in 3M in Q4 2020 and has held it in 17 quarters since.
  • Symphony Financial's 3M position peaked at $2.69M in Q3 2025.
  • 2,154 funds tracked by Wall St. Rank held 3M as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.