Synergy Asset Management’s 3M MMM Stock Holding History

Synergy Asset 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
2026 Q2	$327K	Hold	2,020	–	–	0.03%	202
2026 Q1	$293K	Hold	2,020	–	–	0.03%	211
2025 Q4	$323K	Sell	2,020 -1,889	-48%	-$309K	0.03%	166
2025 Q3	$607K	Sell	3,909 -542	-12%	-$83.6K	0.02%	198
2025 Q2	$678K	Sell	4,451 -61	-1%	-$8.72K	0.08%	110
2025 Q1	$663K	Buy	4,512 +2,486	+123%	+$365K	0.08%	105
2024 Q4	$263K	Sell	2,026 -79	-4%	-$10.4K	0.02%	180
2024 Q3	$288K	Buy	2,105 +79	+4%	+$9.67K	0.04%	115
2024 Q2	$207K	Sell	2,026 -579	-22%	-$56.4K	0.03%	128
2024 Q1	$231K	Buy	2,605 +90	+4%	+$7.46K	0.04%	116
2023 Q4	$230K	Buy	+2,515	New	+$202K	0.04%	127
2023 Q3	–	Sell	-2,441	Closed	-$204K	–	147
2023 Q2	$204K	Buy	2,441 +18	+0.7%	+$1.53K	0.05%	85
2023 Q1	$213K	Sell	2,423 -133	-5%	-$12.5K	0.05%	108
2022 Q4	$256K	Hold	2,556	–	–	0.07%	90
2022 Q3	$236K	Sell	2,556 -21	-0.8%	-$2.3K	0.06%	94
2022 Q2	$279K	Buy	+2,577	New	+$311K	0.07%	82
2021 Q1	–	Sell	-21,251	Closed	-$3.1M	–	104
2020 Q4	$3.1M	Buy	+21,251	New	+$3.02M	0.98%	42

Other funds holding MMM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synergy Asset Management's MMM Position: Q2 2026 in Review

Synergy Asset Management held its 3M (MMM) position steady in Q2 2026 at 2,020 shares worth $327K. The position accounts for 0.03% of the portfolio, ranked #202.

Synergy Asset Management first reported a position in MMM in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.1M in Q4 2020. 2,231 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

Synergy Asset Management held 2,020 shares of 3M worth $327K as of Q2 2026.
Synergy Asset Management left its 3M share count unchanged in Q2 2026.
3M made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #202 holding.
Synergy Asset Management first reported a position in 3M in Q4 2020 and has held it in 17 quarters since.
Synergy Asset Management's 3M position peaked at $3.1M in Q4 2020.
2,231 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.