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Total Wealth Planning & Management’s 3M MMM Stock Holding History

Total Wealth Planning & 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
Q1 		– Sell
-13,485
Closed -$1.74M – 220
2024
Q4 		$1.74M Buy
+13,485
New +$1.77M 1.58% 9

Other funds holding MMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Total Wealth Planning & Management's MMM Position: Q1 2025 in Review

Total Wealth Planning & Management sold out of 3M (MMM) in Q1 2025, closing a stake of 13,485 shares — an estimated $1.74M sold.

Total Wealth Planning & Management first reported a position in MMM in Q4 2024 and held it in 1 quarter. The position peaked at $1.74M in Q4 2024. 2,147 funds tracked by Wall St. Rank hold MMM as of Q1 2025.

  • Total Wealth Planning & Management reported no remaining 3M position as of Q1 2025 after selling out during the quarter.
  • Total Wealth Planning & Management sold 13,485 3M shares in Q1 2025, an estimated $1.74M.
  • Total Wealth Planning & Management first reported a position in 3M in Q4 2024 and held it in 1 quarter.
  • Total Wealth Planning & Management's 3M position peaked at $1.74M in Q4 2024.
  • 2,147 funds tracked by Wall St. Rank held 3M as of Q1 2025.

Based on Total Wealth Planning & Management's 13F filing for Q1 2025, filed 24 Apr 2025.